-50.1%
KVYO vs PTEN
-4.4%
-45.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | -12.1% | +3.5% | -15.6% | -12.7% |
| 30D | -5.2% | +17.5% | -22.7% | -8.4% |
| 3M | +14.5% | +12.7% | +1.8% | +10.9% |
| 6M | -17.6% | +33.1% | -50.7% | -23.4% |
| YTD | -49.6% | +116.4% | -166.1% | -59.1% |
| 1Y | -48.6% | +141.2% | -189.7% | -60.0% |
| All | -50.1% | -4.4% | -45.7% | -53.7% |
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