+59.6%
KEYS vs PTEN
+79.8%
-20.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -9.4% | +3.1% | -5.4% |
| 7D | -14.8% | -15.5% | +0.7% | -13.6% |
| 30D | -25.6% | -7.8% | -17.8% | -25.0% |
| 3M | -16.2% | +6.4% | -22.6% | -16.4% |
| 6M | -18.6% | -11.9% | -6.8% | -18.6% |
| YTD | +40.7% | +79.4% | -38.7% | +23.0% |
| 1Y | +59.6% | +84.9% | -25.3% | +37.4% |
| All | +59.6% | +79.8% | -20.2% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling