+4,567.4%
PATK price history and return analytics
+357.8%
+4,209.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -5.4% | +2.9% | -8.3% | -8.0% |
| 30D | +22.1% | -2.5% | +24.7% | +25.0% |
| 3M | -8.9% | -3.3% | -5.6% | -6.1% |
| 6M | -15.8% | +1.5% | -17.3% | -17.4% |
| YTD | -26.5% | +11.4% | -37.8% | -34.0% |
| 1Y | -22.5% | +11.9% | -34.4% | -30.7% |
| 3Y | +59.8% | +73.9% | -14.1% | -5.2% |
| 5Y | +58.9% | +57.9% | +1.0% | +4.7% |
| 10Y | +230.5% | +222.6% | +7.8% | +37.3% |
| All | +4,567.4% | +357.8% | +4,209.6% | +1,592.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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