-26.3%
APH vs OKE
+35.9%
-62.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.6% | -47.2% | -48.0% |
| 7D | -48.7% | +0.7% | -49.5% | -48.6% |
| 30D | -51.9% | +9.4% | -61.3% | -50.1% |
| 3M | -43.6% | +8.6% | -52.1% | -41.2% |
| 6M | -37.5% | +15.3% | -52.8% | -33.6% |
| YTD | -38.6% | +34.8% | -73.4% | -33.0% |
| 1Y | -26.3% | +35.3% | -61.6% | -17.7% |
| All | -26.3% | +35.9% | -62.2% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling