-10.4%
RKT vs PTEN
+79.8%
-90.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -9.4% | +18.1% | +5.4% |
| 7D | +29.7% | -15.5% | +45.2% | +23.3% |
| 30D | +28.5% | -7.8% | +36.3% | +26.0% |
| 3M | +6.4% | +6.4% | 0.0% | +10.2% |
| 6M | +7.1% | -11.9% | +19.0% | +8.6% |
| YTD | -22.5% | +79.4% | -101.9% | -30.0% |
| 1Y | -10.4% | +84.9% | -95.4% | -21.0% |
| All | -10.4% | +79.8% | -90.3% | -21.0% |
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