+9.7%
BKR vs PTEN
+79.8%
-70.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -9.4% | +3.8% | -2.9% |
| 7D | -8.8% | -15.5% | +6.7% | -4.6% |
| 30D | -13.1% | -7.8% | -5.3% | -11.3% |
| 3M | -18.9% | +6.4% | -25.3% | -20.8% |
| 6M | -27.2% | -11.9% | -15.4% | -25.8% |
| YTD | +10.7% | +79.4% | -68.7% | -16.6% |
| 1Y | +9.7% | +84.9% | -75.3% | -18.1% |
| All | +9.7% | +79.8% | -70.2% | -18.1% |
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 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