-27.1%
RKT vs PTEN
+250.6%
-277.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -6.3% | +3.5% | -9.7% | -6.4% |
| 30D | -6.2% | +17.5% | -23.7% | -7.0% |
| 3M | -1.9% | +12.7% | -14.6% | -2.7% |
| 6M | -13.0% | +33.1% | -46.1% | -15.6% |
| YTD | -31.9% | +116.4% | -148.4% | -37.3% |
| 1Y | -37.6% | +141.2% | -178.7% | -43.3% |
| 3Y | +36.8% | -3.8% | +40.6% | +33.6% |
| 5Y | -9.7% | +92.7% | -102.4% | -16.1% |
| All | -27.1% | +250.6% | -277.7% | -36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling