+957.8%
AAOI vs PTEN
-23.9%
+981.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | -0.2% | +3.5% | -3.6% | -1.0% |
| 30D | -23.7% | +17.5% | -41.2% | -26.7% |
| 3M | -39.0% | +12.7% | -51.7% | -41.4% |
| 6M | -17.0% | +33.1% | -50.1% | -24.1% |
| YTD | +202.2% | +116.4% | +85.8% | +143.8% |
| 1Y | +292.4% | +141.2% | +151.2% | +207.6% |
| 3Y | +804.4% | -3.8% | +808.2% | +767.4% |
| 5Y | +1,318.0% | +92.7% | +1,225.3% | +1,002.5% |
| 10Y | +436.7% | -17.1% | +453.8% | +292.9% |
| All | +957.8% | -23.9% | +981.8% | +707.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling