+188.5%
AMAT vs OKE
+40.6%
+147.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -1.6% |
| 7D | +6.9% | -0.2% | +7.1% | +6.8% |
| 30D | -10.1% | +6.1% | -16.2% | -7.6% |
| 3M | -6.0% | +10.4% | -16.4% | -1.1% |
| 6M | +38.6% | +14.2% | +24.5% | +46.6% |
| YTD | +83.1% | +35.3% | +47.8% | +104.4% |
| All | +188.5% | +40.6% | +147.9% | +233.1% |
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 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