+294.9%
APH vs OKE
+83.0%
+211.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | +0.4% | -0.5% | +0.9% | +0.6% |
| 30D | -8.0% | -3.1% | -4.9% | -7.3% |
| 3M | -5.0% | -2.6% | -2.4% | -4.6% |
| 6M | +29.9% | +2.8% | +27.2% | +27.4% |
| YTD | +18.0% | +25.9% | -7.9% | +5.6% |
| 1Y | +11.3% | +34.0% | -22.6% | -3.1% |
| 3Y | +274.9% | +58.9% | +216.0% | +202.8% |
| All | +294.9% | +83.0% | +211.8% | +194.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling