+35.7%
APH vs OKE
+40.5%
-4.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.4% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | -4.0% | +4.6% | -8.6% | -2.0% |
| 3M | +7.7% | +6.9% | +0.8% | +11.9% |
| 6M | +17.8% | +15.8% | +2.0% | +26.4% |
| YTD | +19.2% | +35.2% | -16.0% | +33.0% |
| 1Y | +35.7% | +37.6% | -1.9% | +51.8% |
| All | +35.7% | +40.5% | -4.8% | +51.8% |
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