+8,672.7%
AMD vs OKE
+263.0%
+8,409.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.8% | +3.5% |
| 7D | +14.0% | -0.2% | +14.2% | +14.1% |
| 30D | +11.0% | +6.1% | +4.9% | +9.1% |
| 3M | +9.6% | +10.4% | -0.9% | +5.8% |
| 6M | +157.1% | +14.2% | +143.0% | +143.6% |
| YTD | +143.3% | +35.3% | +108.0% | +117.3% |
| 1Y | +234.4% | +40.6% | +193.8% | +193.9% |
| 3Y | +391.2% | +72.2% | +319.0% | +305.2% |
| 5Y | +390.9% | +139.6% | +251.3% | +270.7% |
| All | +8,672.7% | +263.0% | +8,409.7% | +5,858.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling