+125,127.9%
APH vs OKE
+13,896.2%
+111,231.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.0% |
| 7D | +4.9% | +5.4% | -0.5% | +3.3% |
| 30D | -5.4% | -1.3% | -4.1% | -5.1% |
| 3M | -5.5% | -2.0% | -3.4% | -5.2% |
| 6M | +25.9% | +3.4% | +22.5% | +23.3% |
| YTD | +16.4% | +28.2% | -11.8% | +5.7% |
| 1Y | +16.5% | +35.7% | -19.2% | +3.8% |
| 3Y | +270.9% | +61.0% | +209.9% | +211.9% |
| 5Y | +289.5% | +85.8% | +203.7% | +209.6% |
| 10Y | +930.0% | +242.1% | +687.9% | +503.5% |
| All | +125,127.9% | +13,896.2% | +111,231.7% | +29,999.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling