-22.6%
KVYO vs PTEN
+71.6%
-94.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.6% | +4.0% | -3.1% |
| 7D | +1.9% | -21.6% | +23.5% | -0.1% |
| 30D | +25.4% | -12.8% | +38.2% | +23.5% |
| 3M | +7.8% | +5.1% | +2.7% | +7.0% |
| 6M | -10.8% | -18.5% | +7.7% | -8.6% |
| YTD | -35.9% | +67.6% | -103.5% | -25.6% |
| 1Y | -22.6% | +71.1% | -93.6% | -11.1% |
| All | -22.6% | +71.6% | -94.2% | -11.1% |
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 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