+26.6%
KMI vs PTEN
+79.8%
-53.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.4% | +5.3% | -2.8% |
| 7D | -5.2% | -15.5% | +10.2% | -3.2% |
| 30D | +1.2% | -7.8% | +9.0% | +2.2% |
| 3M | +1.3% | +6.4% | -5.1% | +0.1% |
| 6M | -1.1% | -11.9% | +10.7% | -0.5% |
| YTD | +19.0% | +79.4% | -60.4% | +7.0% |
| 1Y | +26.6% | +84.9% | -58.3% | +13.3% |
| All | +26.6% | +79.8% | -53.2% | +13.3% |
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