+1,310.4%
AMT vs OKE
+4,627.7%
-3,317.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.2% | -0.6% |
| 7D | -0.2% | +1.9% | -2.1% | -0.7% |
| 30D | +1.8% | +12.8% | -11.0% | -1.5% |
| 3M | -6.2% | +11.9% | -18.1% | -9.2% |
| 6M | -5.0% | +14.9% | -19.9% | -9.0% |
| YTD | +2.1% | +37.7% | -35.7% | -7.1% |
| 1Y | -5.7% | +44.1% | -49.8% | -15.5% |
| 3Y | +7.9% | +75.3% | -67.3% | -10.4% |
| 5Y | -32.3% | +144.0% | -176.4% | -49.5% |
| 10Y | +95.0% | +249.7% | -154.7% | +11.2% |
| All | +1,310.4% | +4,627.7% | -3,317.3% | +153.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling