+41,307.6%
APH vs PTEN
+1,889.0%
+39,418.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.0% | -46.8% | -47.6% |
| 7D | -48.7% | +2.1% | -50.8% | -48.8% |
| 30D | -51.9% | +31.2% | -83.2% | -54.0% |
| 3M | -43.6% | +2.0% | -45.6% | -44.1% |
| 6M | -37.5% | +42.4% | -79.9% | -41.8% |
| YTD | -38.6% | +109.2% | -147.8% | -46.3% |
| 1Y | -26.3% | +122.3% | -148.6% | -36.4% |
| 3Y | +89.2% | -5.6% | +94.8% | +81.3% |
| 5Y | +119.8% | +86.5% | +33.3% | +80.2% |
| 10Y | +454.3% | -22.1% | +476.4% | +337.0% |
| All | +41,307.6% | +1,889.0% | +39,418.6% | +23,574.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling