+334.4%
AMD vs OKE
+57.2%
+277.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.6% | +12.2% | +14.4% |
| 7D | +6.5% | -5.0% | +11.4% | +7.1% |
| 30D | -15.3% | -1.6% | -13.7% | -15.1% |
| 3M | +9.7% | -2.2% | +11.9% | +9.9% |
| 6M | +13.2% | +5.0% | +8.2% | +10.8% |
| YTD | +140.6% | +24.8% | +115.8% | +114.4% |
| 1Y | +111.2% | +35.1% | +76.1% | +80.7% |
| 3Y | +334.4% | +57.5% | +277.0% | +378.1% |
| All | +334.4% | +57.2% | +277.3% | +378.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling