+1,314.2%
AAOI vs PTEN
+87.9%
+1,226.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | -0.2% | +3.5% | -3.6% | -1.4% |
| 30D | -23.7% | +17.5% | -41.2% | -27.8% |
| 3M | -39.0% | +12.7% | -51.7% | -42.2% |
| 6M | -17.0% | +33.1% | -50.1% | -26.8% |
| YTD | +202.2% | +116.4% | +85.8% | +123.5% |
| 1Y | +292.4% | +141.2% | +151.2% | +178.3% |
| 3Y | +804.4% | -3.8% | +808.2% | +678.2% |
| All | +1,314.2% | +87.9% | +1,226.4% | +1,056.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling