+67,170.6%
KLAC vs PTEN
+1,970.6%
+65,199.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -3.6% |
| 7D | +6.2% | -1.7% | +7.9% | +6.5% |
| 30D | -5.0% | +18.6% | -23.6% | -8.2% |
| 3M | -14.4% | +12.5% | -26.9% | -17.1% |
| 6M | +28.3% | +41.9% | -13.6% | +17.7% |
| YTD | +51.1% | +117.8% | -66.7% | +27.4% |
| 1Y | +100.4% | +145.3% | -44.9% | +64.3% |
| 3Y | +276.3% | -2.8% | +279.2% | +256.7% |
| 5Y | +452.1% | +93.4% | +358.7% | +335.0% |
| 10Y | +2,986.0% | -16.6% | +3,002.5% | +2,202.4% |
| All | +67,170.6% | +1,970.6% | +65,199.9% | +29,859.6% |
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