+345.6%
APH vs OKE
+136.3%
+209.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | -4.0% | +4.6% | -8.6% | -5.3% |
| 3M | +7.7% | +6.9% | +0.8% | +5.2% |
| 6M | +17.8% | +15.8% | +2.0% | +11.0% |
| YTD | +19.2% | +35.2% | -16.0% | +4.9% |
| 1Y | +35.7% | +37.6% | -1.9% | +18.1% |
| 3Y | +282.9% | +72.0% | +210.9% | +202.6% |
| 5Y | +345.6% | +139.0% | +206.7% | +198.7% |
| All | +345.6% | +136.3% | +209.4% | +198.7% |
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 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