+127.8%
AAPL vs OKE
+138.0%
-10.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.5% |
| 3M | +12.5% | +9.6% | +2.9% | +9.0% |
| 6M | +27.6% | +15.4% | +12.3% | +20.8% |
| YTD | +22.6% | +36.5% | -13.9% | +8.8% |
| 1Y | +45.0% | +39.0% | +6.0% | +27.4% |
| 3Y | +87.8% | +74.3% | +13.5% | +45.2% |
| All | +127.8% | +138.0% | -10.2% | +55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling