+136.0%
APO vs PTEN
+94.7%
+41.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.8% | -1.1% |
| 7D | -1.0% | -1.7% | +0.7% | -0.7% |
| 30D | -0.4% | +18.6% | -19.0% | -4.6% |
| 3M | -0.9% | +12.5% | -13.3% | -4.7% |
| 6M | +22.1% | +41.9% | -19.7% | +9.0% |
| YTD | -8.4% | +117.8% | -126.2% | -27.6% |
| 1Y | -0.9% | +145.3% | -146.3% | -25.1% |
| 3Y | +56.1% | -2.8% | +58.9% | +42.1% |
| 5Y | +136.0% | +93.4% | +42.6% | +89.9% |
| All | +136.0% | +94.7% | +41.4% | +89.9% |
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