+71.2%
BKR vs PTEN
-3.7%
+75.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -7.0% | +3.5% | -10.5% | -8.2% |
| 30D | -8.1% | +17.5% | -25.7% | -13.8% |
| 3M | -6.6% | +12.7% | -19.3% | -11.9% |
| 6M | +0.9% | +33.1% | -32.2% | -12.3% |
| YTD | +31.1% | +116.4% | -85.3% | -7.6% |
| 1Y | +27.7% | +141.2% | -113.5% | -14.8% |
| 3Y | +71.2% | -3.8% | +75.0% | +54.6% |
| All | +71.2% | -3.7% | +75.0% | +54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling