-19.9%
ACHR vs OKE
+72.4%
-92.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +1.9% |
| 7D | -2.3% | +1.2% | -3.5% | -2.9% |
| 30D | -11.3% | +4.5% | -15.8% | -13.5% |
| 3M | +5.3% | +9.6% | -4.3% | -1.4% |
| 6M | -13.2% | +15.4% | -28.6% | -23.9% |
| YTD | -25.8% | +36.5% | -62.3% | -43.9% |
| 1Y | -34.3% | +39.0% | -73.2% | -51.3% |
| 3Y | -19.9% | +74.3% | -94.2% | -51.8% |
| All | -19.9% | +72.4% | -92.3% | -51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling