+226.6%
AMD vs OKE
+40.6%
+186.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.8% | +2.0% |
| 7D | +14.0% | -0.2% | +14.2% | +13.8% |
| 30D | +11.0% | +6.1% | +4.9% | +15.1% |
| 3M | +9.6% | +10.4% | -0.9% | +17.9% |
| 6M | +157.1% | +14.2% | +143.0% | +178.2% |
| YTD | +143.3% | +35.3% | +108.0% | +170.5% |
| All | +226.6% | +40.6% | +186.0% | +279.0% |
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