+17.4%
KRMN vs PTEN
+59.8%
-42.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.6% |
| 7D | -11.8% | +3.5% | -15.2% | -12.2% |
| 30D | -43.0% | +17.5% | -60.6% | -44.4% |
| 3M | -28.8% | +12.7% | -41.6% | -30.1% |
| 6M | -66.3% | +33.1% | -99.4% | -68.9% |
| YTD | -51.8% | +116.4% | -168.2% | -61.3% |
| 1Y | -44.7% | +141.2% | -185.9% | -57.1% |
| All | +17.4% | +59.8% | -42.3% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling