+534.8%
BKR vs PTEN
+1,965.8%
-1,431.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.4% | -6.6% |
| 7D | -6.7% | +2.8% | -9.5% | -7.8% |
| 30D | -8.3% | +17.6% | -25.9% | -14.7% |
| 3M | -5.4% | +8.2% | -13.6% | -10.0% |
| 6M | +0.8% | +38.1% | -37.3% | -14.9% |
| YTD | +31.8% | +117.3% | -85.4% | -8.6% |
| 1Y | +28.6% | +146.1% | -117.5% | -16.3% |
| 3Y | +71.2% | -3.0% | +74.3% | +55.6% |
| 5Y | +179.2% | +93.5% | +85.8% | +73.2% |
| 10Y | +124.0% | -16.8% | +140.7% | +41.8% |
| All | +534.8% | +1,965.8% | -1,431.0% | +84.8% |
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