+1,082.3%
APH vs OKE
+266.1%
+816.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.6% | +4.3% |
| 7D | +1.4% | +1.2% | +0.1% | +1.0% |
| 30D | -1.2% | +4.5% | -5.7% | -2.5% |
| 3M | +10.3% | +9.6% | +0.6% | +7.1% |
| 6M | +25.2% | +15.4% | +9.8% | +19.0% |
| YTD | +24.6% | +36.5% | -11.8% | +12.2% |
| 1Y | +41.4% | +39.0% | +2.5% | +26.4% |
| 3Y | +297.8% | +74.3% | +223.5% | +232.1% |
| 5Y | +366.0% | +141.2% | +224.8% | +252.8% |
| All | +1,082.3% | +266.1% | +816.3% | +686.1% |
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