+60.2%
KNX vs PTEN
+148.3%
-88.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -5.6% | +3.5% | -9.0% | -5.5% |
| 30D | -4.4% | +17.5% | -21.9% | -4.2% |
| 3M | -17.3% | +12.7% | -30.1% | -17.1% |
| 6M | +22.6% | +33.1% | -10.5% | +21.4% |
| YTD | +31.1% | +116.4% | -85.3% | +24.7% |
| 1Y | +60.2% | +141.2% | -81.0% | +46.8% |
| All | +60.2% | +148.3% | -88.1% | +46.8% |
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