+288.5%
APH vs PTEN
-9.2%
+297.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.6% | +8.8% | +8.3% |
| 7D | +1.1% | -16.4% | +17.5% | +4.0% |
| 30D | -7.5% | -12.8% | +5.3% | -5.6% |
| 3M | -4.4% | +0.7% | -5.1% | -5.0% |
| 6M | +26.5% | -12.2% | +38.7% | +27.6% |
| YTD | +20.0% | +66.1% | -46.0% | +3.6% |
| 1Y | +16.9% | +69.2% | -52.4% | +0.1% |
| 3Y | +288.5% | -8.2% | +296.7% | +259.7% |
| All | +288.5% | -9.2% | +297.7% | +259.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling