+310.3%
APH vs PTEN
+23.8%
+286.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.6% | +8.8% | +8.3% |
| 7D | +1.1% | -16.4% | +17.5% | +3.8% |
| 30D | -7.5% | -12.8% | +5.3% | -5.8% |
| 3M | -4.4% | +0.7% | -5.1% | -5.0% |
| 6M | +26.5% | -12.2% | +38.7% | +27.5% |
| YTD | +20.0% | +66.1% | -46.0% | +7.4% |
| 1Y | +16.9% | +69.2% | -52.4% | +4.0% |
| 3Y | +288.5% | -8.2% | +296.7% | +267.5% |
| 5Y | +310.3% | +19.2% | +291.1% | +273.2% |
| All | +310.3% | +23.8% | +286.5% | +273.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling