+73.7%
AMAT vs OKE
+35.4%
+38.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.1% | +6.4% |
| 7D | +7.0% | -0.5% | +7.4% | +6.5% |
| 30D | -20.6% | -3.1% | -17.5% | -21.6% |
| 3M | -24.8% | -2.6% | -22.2% | -25.3% |
| 6M | -10.7% | +2.8% | -13.5% | -8.4% |
| YTD | +54.3% | +25.9% | +28.4% | +77.2% |
| 1Y | +73.7% | +34.0% | +39.8% | +104.3% |
| All | +73.7% | +35.4% | +38.3% | +104.3% |
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