+287.6%
APH vs OKE
+74.0%
+213.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.6% |
| 7D | +0.2% | +1.9% | -1.7% | -0.1% |
| 30D | -3.3% | +12.8% | -16.2% | -5.2% |
| 3M | +14.0% | +11.9% | +2.1% | +11.6% |
| 6M | +24.4% | +14.9% | +9.6% | +19.9% |
| YTD | +21.4% | +37.7% | -16.3% | +9.0% |
| 1Y | +48.9% | +44.1% | +4.9% | +30.7% |
| All | +287.6% | +74.0% | +213.6% | +228.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling