+456.4%
KGC vs PTEN
+1,889.0%
-1,432.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -2.1% |
| 7D | -1.3% | +0.7% | -2.0% | -1.5% |
| 30D | +20.3% | +31.2% | -10.9% | +14.8% |
| 3M | +8.1% | +2.0% | +6.1% | +6.7% |
| 6M | -8.8% | +42.4% | -51.2% | -15.7% |
| YTD | +10.1% | +109.2% | -99.1% | -4.9% |
| 1Y | +44.2% | +122.3% | -78.1% | +22.7% |
| 3Y | +533.0% | -5.6% | +538.6% | +497.4% |
| 5Y | +443.0% | +86.5% | +356.5% | +336.4% |
| 10Y | +678.6% | -22.1% | +700.7% | +490.1% |
| All | +456.4% | +1,889.0% | -1,432.6% | +154.6% |
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