-4.1%
APA vs PTEN
-15.3%
+11.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | +0.8% | +2.8% | -2.0% | -0.9% |
| 30D | +9.6% | +17.6% | -7.9% | -1.6% |
| 3M | +18.0% | +8.2% | +9.8% | +10.6% |
| 6M | +41.9% | +38.1% | +3.8% | +13.2% |
| YTD | +86.3% | +117.3% | -31.0% | +10.3% |
| 1Y | +97.9% | +146.1% | -48.2% | +6.9% |
| 3Y | +12.8% | -3.0% | +15.8% | +5.7% |
| 5Y | +177.2% | +93.5% | +83.7% | +50.4% |
| All | -4.1% | -15.3% | +11.2% | -40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling