+1,068.7%
ALK vs PTEN
+1,889.0%
-820.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +1.7% |
| 7D | -0.7% | +0.7% | -1.4% | -0.8% |
| 30D | -19.2% | +31.2% | -50.5% | -22.4% |
| 3M | -1.5% | +2.0% | -3.6% | -2.9% |
| 6M | -13.1% | +42.4% | -55.5% | -19.2% |
| YTD | -16.4% | +109.2% | -125.6% | -26.6% |
| 1Y | -33.1% | +122.3% | -155.4% | -42.0% |
| 3Y | +0.6% | -5.6% | +6.2% | -4.0% |
| 5Y | -26.4% | +86.5% | -112.9% | -38.2% |
| 10Y | -34.2% | -22.1% | -12.0% | -46.5% |
| All | +1,068.7% | +1,889.0% | -820.2% | +707.3% |
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