+5.1%
KDP vs PTEN
+88.2%
-83.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -0.2% |
| 7D | +2.1% | -1.0% | +3.1% | +2.1% |
| 30D | +8.5% | +29.3% | -20.8% | +7.6% |
| 3M | +6.6% | +7.2% | -0.6% | +6.4% |
| 6M | +17.1% | +43.5% | -26.5% | +15.4% |
| YTD | +19.0% | +113.2% | -94.2% | +15.4% |
| 1Y | +21.8% | +135.1% | -113.3% | +17.4% |
| 3Y | +6.4% | -4.8% | +11.3% | +5.3% |
| 5Y | +5.1% | +94.6% | -89.5% | +0.6% |
| All | +5.1% | +88.2% | -83.0% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling