+1,030.6%
APH vs PTEN
-15.3%
+1,045.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.2% | +2.8% | -5.0% | -2.6% |
| 30D | -4.0% | +17.6% | -21.6% | -6.3% |
| 3M | +7.7% | +8.2% | -0.5% | +5.8% |
| 6M | +17.8% | +38.1% | -20.3% | +10.6% |
| YTD | +19.2% | +117.3% | -98.1% | +4.1% |
| 1Y | +35.7% | +146.1% | -110.4% | +15.8% |
| 3Y | +282.9% | -3.0% | +285.9% | +264.3% |
| 5Y | +345.6% | +93.5% | +252.2% | +267.8% |
| All | +1,030.6% | -15.3% | +1,045.9% | +731.0% |
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