+1,278.0%
AAPL vs OKE
+266.1%
+1,011.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | +3.8% | +1.2% | +2.6% | +3.5% |
| 30D | +9.9% | +4.5% | +5.4% | +8.8% |
| 3M | +12.5% | +9.6% | +2.9% | +9.8% |
| 6M | +27.6% | +15.4% | +12.3% | +22.6% |
| YTD | +22.6% | +36.5% | -13.9% | +12.8% |
| 1Y | +45.0% | +39.0% | +6.0% | +32.7% |
| 3Y | +87.8% | +74.3% | +13.5% | +61.3% |
| 5Y | +128.7% | +141.2% | -12.5% | +82.4% |
| All | +1,278.0% | +266.1% | +1,011.9% | +958.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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