+1,632.8%
KKR vs PTEN
+16.8%
+1,616.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -8.1% | +2.8% | -10.9% | -8.7% |
| 30D | -9.1% | +17.6% | -26.7% | -12.8% |
| 3M | +6.4% | +8.2% | -1.8% | +2.9% |
| 6M | +12.6% | +38.1% | -25.5% | +1.3% |
| YTD | -20.4% | +117.3% | -137.7% | -36.2% |
| 1Y | -27.1% | +146.1% | -173.2% | -43.8% |
| 3Y | +63.8% | -3.0% | +66.9% | +52.8% |
| 5Y | +67.6% | +93.5% | -25.8% | +24.5% |
| 10Y | +702.6% | -16.8% | +719.4% | +460.5% |
| All | +1,632.8% | +16.8% | +1,616.0% | +896.1% |
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