+188.9%
AMAT vs OKE
+35.9%
+153.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.2% |
| 7D | -1.5% | +0.7% | -2.2% | -1.2% |
| 30D | -14.8% | +9.4% | -24.2% | -11.1% |
| 3M | -9.3% | +8.6% | -17.8% | -5.1% |
| 6M | +27.4% | +15.3% | +12.1% | +35.0% |
| YTD | +77.6% | +34.8% | +42.8% | +98.1% |
| 1Y | +188.9% | +35.3% | +153.7% | +227.9% |
| All | +188.9% | +35.9% | +153.1% | +227.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling