+403.3%
KEY vs PTEN
+1,889.0%
-1,485.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | +2.2% | +0.7% | +1.5% | +2.0% |
| 30D | -3.0% | +31.2% | -34.2% | -9.3% |
| 3M | +3.3% | +2.0% | +1.3% | +1.4% |
| 6M | +9.2% | +42.4% | -33.2% | -1.9% |
| YTD | +10.6% | +109.2% | -98.5% | -9.4% |
| 1Y | +20.4% | +122.3% | -101.9% | -3.5% |
| 3Y | +121.8% | -5.6% | +127.4% | +109.5% |
| 5Y | +41.1% | +86.5% | -45.4% | +8.2% |
| 10Y | +168.5% | -22.1% | +190.7% | +105.3% |
| All | +403.3% | +1,889.0% | -1,485.7% | +203.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling