+129.5%
KMI vs PTEN
-15.6%
+145.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -1.7% | +3.5% | -5.2% | -2.5% |
| 30D | -2.7% | +17.5% | -20.3% | -6.6% |
| 3M | -0.7% | +12.7% | -13.4% | -4.4% |
| 6M | -5.0% | +33.1% | -38.1% | -12.9% |
| YTD | +15.5% | +116.4% | -101.0% | -6.3% |
| 1Y | +16.4% | +141.2% | -124.7% | -8.9% |
| 3Y | +114.2% | -3.8% | +118.0% | +100.3% |
| 5Y | +153.3% | +92.7% | +60.5% | +85.0% |
| All | +129.5% | -15.6% | +145.1% | +47.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling