-27.2%
KWEB vs PTEN
+135.2%
-162.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +2.0% |
| 7D | -1.0% | +0.7% | -1.7% | -1.0% |
| 30D | -8.7% | +31.2% | -40.0% | -9.0% |
| 3M | -4.0% | +2.0% | -6.0% | -3.8% |
| 6M | -13.1% | +42.4% | -55.5% | -16.6% |
| YTD | -23.5% | +109.2% | -132.7% | -31.4% |
| 1Y | -27.2% | +122.3% | -149.5% | -36.4% |
| All | -27.2% | +135.2% | -162.4% | -36.4% |
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