-3.9%
APO vs PTEN
+148.3%
-152.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -3.5% | +3.5% | -7.0% | -3.5% |
| 30D | -6.6% | +17.5% | -24.1% | -6.7% |
| 3M | -3.3% | +12.7% | -16.0% | -3.2% |
| 6M | +22.6% | +33.1% | -10.5% | +20.1% |
| YTD | -9.8% | +116.4% | -126.2% | -16.5% |
| 1Y | -3.9% | +141.2% | -145.0% | -14.6% |
| All | -3.9% | +148.3% | -152.2% | -14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling