+15.2%
KEY vs PTEN
+23.8%
-8.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -0.4% | -16.4% | +16.1% | +3.8% |
| 30D | +7.2% | -12.8% | +20.0% | +9.9% |
| 3M | -4.9% | +0.7% | -5.6% | -6.6% |
| 6M | +1.1% | -12.2% | +13.2% | +1.6% |
| YTD | +6.8% | +66.1% | -59.3% | -12.4% |
| 1Y | +23.3% | +69.2% | -45.9% | +0.3% |
| 3Y | +126.1% | -8.2% | +134.3% | +108.6% |
| 5Y | +15.2% | +19.2% | -4.0% | -5.2% |
| All | +15.2% | +23.8% | -8.6% | -5.2% |
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