+18.5%
KDP vs PTEN
+144.8%
-126.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -4.3% | +2.8% | -7.1% | -4.2% |
| 30D | +7.8% | +17.6% | -9.8% | +8.6% |
| 3M | -0.1% | +8.2% | -8.2% | +1.3% |
| 6M | +14.0% | +38.1% | -24.1% | +15.4% |
| YTD | +15.1% | +117.3% | -102.2% | +15.9% |
| 1Y | +18.5% | +146.1% | -127.6% | +18.8% |
| All | +18.5% | +144.8% | -126.2% | +18.8% |
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 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