+243.9%
APLD vs PTEN
-31.4%
+275.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.2% | -1.0% |
| 7D | -6.3% | -14.5% | +8.1% | -0.5% |
| 30D | -29.6% | -11.1% | -18.4% | -26.5% |
| 3M | -42.6% | -7.8% | -34.8% | -41.6% |
| 6M | -59.6% | -10.5% | -49.1% | -59.4% |
| YTD | -32.0% | +69.3% | -101.3% | -50.6% |
| 1Y | -46.9% | +70.5% | -117.5% | -61.7% |
| 3Y | +255.7% | -7.1% | +262.8% | +221.7% |
| All | +243.9% | -31.4% | +275.3% | +286.7% |
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 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