+1,777.9%
APO vs PTEN
-41.3%
+1,819.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -1.8% |
| 7D | +0.1% | -1.0% | +1.1% | +0.3% |
| 30D | +3.9% | +29.3% | -25.4% | -2.5% |
| 3M | +3.8% | +7.2% | -3.5% | +0.8% |
| 6M | +22.3% | +43.5% | -21.3% | +9.6% |
| YTD | -7.8% | +113.2% | -121.0% | -25.2% |
| 1Y | -0.3% | +135.1% | -135.4% | -21.7% |
| 3Y | +57.1% | -4.8% | +62.0% | +47.5% |
| 5Y | +137.0% | +94.6% | +42.4% | +78.0% |
| 10Y | +946.8% | -24.2% | +971.0% | +644.7% |
| All | +1,777.9% | -41.3% | +1,819.2% | +1,206.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling