+126.1%
KEY vs PTEN
-9.2%
+135.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -0.4% | -16.4% | +16.1% | +3.3% |
| 30D | +7.2% | -12.8% | +20.0% | +9.5% |
| 3M | -4.9% | +0.7% | -5.6% | -6.6% |
| 6M | +1.1% | -12.2% | +13.2% | +1.5% |
| YTD | +6.8% | +66.1% | -59.3% | -14.1% |
| 1Y | +23.3% | +69.2% | -45.9% | -1.8% |
| 3Y | +126.1% | -8.2% | +134.3% | +120.9% |
| All | +126.1% | -9.2% | +135.3% | +120.9% |
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