+8,520.0%
AMD vs OKE
+239.6%
+8,280.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.1% | +5.6% |
| 7D | +44.7% | +3.0% | +41.7% | +43.6% |
| 30D | -3.3% | -3.8% | +0.4% | -2.3% |
| 3M | +21.2% | -2.8% | +24.0% | +21.9% |
| 6M | +30.6% | +2.8% | +27.7% | +28.0% |
| YTD | +173.3% | +26.9% | +146.4% | +148.1% |
| 1Y | +126.1% | +35.4% | +90.7% | +100.7% |
| 3Y | +393.5% | +60.1% | +333.4% | +315.6% |
| 5Y | +295.8% | +84.0% | +211.8% | +219.4% |
| All | +8,520.0% | +239.6% | +8,280.4% | +6,432.3% |
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 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