+528.2%
AMKR vs OKE
+266.1%
+262.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +4.0% |
| 7D | +8.3% | +1.2% | +7.0% | +7.8% |
| 30D | -6.8% | +4.5% | -11.3% | -8.6% |
| 3M | -31.9% | +9.6% | -41.6% | -35.2% |
| 6M | +18.4% | +15.4% | +3.0% | +8.4% |
| YTD | +31.7% | +36.5% | -4.8% | +10.4% |
| 1Y | +105.2% | +39.0% | +66.3% | +70.3% |
| 3Y | +147.7% | +74.3% | +73.4% | +84.0% |
| 5Y | +99.4% | +141.2% | -41.8% | +26.7% |
| All | +528.2% | +266.1% | +262.1% | +211.6% |
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