+1,804.4%
APO vs PTEN
-42.4%
+1,846.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -1.0% | +0.7% | -1.7% | -1.3% |
| 30D | +3.5% | +31.2% | -27.8% | -3.2% |
| 3M | +4.5% | +2.0% | +2.5% | +2.6% |
| 6M | +22.8% | +42.4% | -19.6% | +10.2% |
| YTD | -6.5% | +109.2% | -115.7% | -23.8% |
| 1Y | +0.8% | +122.3% | -121.5% | -19.7% |
| 3Y | +62.0% | -5.6% | +67.5% | +52.3% |
| 5Y | +138.2% | +86.5% | +51.8% | +80.7% |
| 10Y | +940.3% | -22.1% | +962.4% | +634.3% |
| All | +1,804.4% | -42.4% | +1,846.8% | +1,231.1% |
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