+982.6%
ALK vs PTEN
+1,488.6%
-506.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +9.0% | -25.5% | +34.6% | +12.8% |
| 30D | -1.6% | -11.7% | +10.0% | -0.6% |
| 3M | -23.2% | -0.5% | -22.7% | -24.0% |
| 6M | -3.9% | -12.9% | +9.0% | -4.3% |
| YTD | -22.6% | +67.1% | -89.7% | -30.5% |
| 1Y | -5.3% | +70.5% | -75.9% | -15.4% |
| 3Y | +18.6% | -10.4% | +29.0% | +13.3% |
| 5Y | -34.4% | +23.7% | -58.0% | -42.2% |
| 10Y | -40.8% | -42.7% | +1.9% | -50.4% |
| All | +982.6% | +1,488.6% | -506.1% | +664.4% |
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 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