+276.0%
APH vs OKE
+59.4%
+216.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | +0.4% | -0.5% | +0.9% | +0.5% |
| 30D | -8.0% | -3.1% | -4.9% | -7.6% |
| 3M | -5.0% | -2.6% | -2.4% | -4.8% |
| 6M | +29.9% | +2.8% | +27.2% | +28.2% |
| YTD | +18.0% | +25.9% | -7.9% | +7.1% |
| 1Y | +11.3% | +34.0% | -22.6% | -1.9% |
| All | +276.0% | +59.4% | +216.6% | +227.7% |
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 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