+89.3%
KLAC vs PTEN
+148.3%
-59.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.0% |
| 7D | -2.7% | +3.5% | -6.1% | -2.9% |
| 30D | -13.2% | +17.5% | -30.7% | -14.2% |
| 3M | -25.0% | +12.7% | -37.7% | -25.8% |
| 6M | +23.6% | +33.1% | -9.5% | +17.5% |
| YTD | +49.2% | +116.4% | -67.2% | +25.6% |
| 1Y | +89.3% | +141.2% | -51.8% | +52.5% |
| All | +89.3% | +148.3% | -59.0% | +52.5% |
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 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