-26.3%
APH vs PTEN
+135.2%
-161.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.0% | -46.8% | -47.8% |
| 7D | -48.7% | +2.1% | -50.8% | -48.7% |
| 30D | -51.9% | +31.2% | -83.2% | -52.1% |
| 3M | -43.6% | +2.0% | -45.6% | -43.4% |
| 6M | -37.5% | +42.4% | -79.9% | -40.1% |
| YTD | -38.6% | +109.2% | -147.8% | -45.7% |
| 1Y | -26.3% | +122.3% | -148.6% | -35.6% |
| All | -26.3% | +135.2% | -161.5% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling