+43.5%
KDP vs PTEN
+79.8%
-36.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -9.4% | +15.3% | +5.2% |
| 7D | +5.3% | -15.5% | +20.8% | +4.2% |
| 30D | +19.1% | -7.8% | +26.9% | +18.4% |
| 3M | +19.2% | +6.4% | +12.8% | +19.3% |
| 6M | +29.3% | -11.9% | +41.1% | +30.0% |
| YTD | +35.5% | +79.4% | -43.9% | +30.2% |
| 1Y | +43.5% | +84.9% | -41.4% | +37.5% |
| All | +43.5% | +79.8% | -36.4% | +37.5% |
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