+66.5%
KKR vs PTEN
+87.9%
-21.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -6.2% | +3.5% | -9.6% | -6.9% |
| 30D | -8.9% | +17.5% | -26.4% | -12.5% |
| 3M | +6.3% | +12.7% | -6.5% | +2.1% |
| 6M | +16.5% | +33.1% | -16.6% | +5.5% |
| YTD | -20.3% | +116.4% | -136.7% | -37.1% |
| 1Y | -29.8% | +141.2% | -171.0% | -46.8% |
| 3Y | +63.2% | -3.8% | +67.0% | +48.3% |
| All | +66.5% | +87.9% | -21.4% | +37.5% |
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 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