+376.7%
AMD vs OKE
+75.5%
+301.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.2% | +3.7% | +5.6% |
| 7D | +10.0% | +1.9% | +8.1% | +9.8% |
| 30D | +4.6% | +12.8% | -8.2% | +2.9% |
| 3M | +3.1% | +11.9% | -8.8% | +1.1% |
| 6M | +162.8% | +14.9% | +147.9% | +152.0% |
| YTD | +136.2% | +37.7% | +98.4% | +108.6% |
| 1Y | +234.0% | +44.1% | +190.0% | +187.7% |
| 3Y | +376.7% | +75.3% | +301.5% | +345.2% |
| All | +376.7% | +75.5% | +301.2% | +345.2% |
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