+385.8%
KEY vs PTEN
+1,479.0%
-1,093.2%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -0.4% | -16.4% | +16.1% | +3.6% |
| 30D | +7.2% | -12.8% | +20.0% | +9.8% |
| 3M | -4.9% | +0.7% | -5.6% | -6.2% |
| 6M | +1.1% | -12.2% | +13.2% | +1.6% |
| YTD | +6.8% | +66.1% | -59.3% | -8.6% |
| 1Y | +23.3% | +69.2% | -45.9% | +4.9% |
| 3Y | +126.1% | -8.2% | +134.3% | +113.9% |
| 5Y | +15.2% | +19.2% | -4.0% | -2.7% |
| 10Y | +113.6% | -45.6% | +159.1% | +75.4% |
| All | +385.8% | +1,479.0% | -1,093.2% | +206.5% |
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