+473.4%
KMX vs PTEN
+356.6%
+116.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -4.7% |
| 7D | -0.7% | -1.0% | +0.3% | -0.6% |
| 30D | +4.1% | +29.3% | -25.2% | -1.1% |
| 3M | +27.5% | +7.2% | +20.3% | +24.5% |
| 6M | +43.6% | +43.5% | 0.0% | +31.6% |
| YTD | +56.8% | +113.2% | -56.5% | +33.2% |
| 1Y | -1.3% | +135.1% | -136.4% | -18.1% |
| 3Y | -25.4% | -4.8% | -20.5% | -28.7% |
| 5Y | -53.9% | +94.6% | -148.5% | -63.5% |
| 10Y | +0.7% | -24.2% | +24.9% | -22.8% |
| All | +473.4% | +356.6% | +116.9% | +193.2% |
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