+11,477.5%
AMD vs OKE
+15,895.1%
-4,417.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.8% |
| 7D | +2.6% | +0.7% | +1.9% | +2.3% |
| 30D | -0.9% | +9.4% | -10.3% | -4.2% |
| 3M | -8.7% | +8.6% | -17.3% | -12.2% |
| 6M | +136.3% | +15.3% | +121.0% | +119.7% |
| YTD | +123.0% | +34.8% | +88.2% | +94.2% |
| 1Y | +195.2% | +35.3% | +159.9% | +155.6% |
| 3Y | +336.3% | +69.5% | +266.9% | +243.9% |
| 5Y | +334.5% | +135.2% | +199.3% | +202.7% |
| 10Y | +6,259.1% | +261.7% | +5,997.4% | +3,053.8% |
| All | +11,477.5% | +15,895.1% | -4,417.6% | +1,333.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling