+420.9%
APLD vs OKE
+70.9%
+350.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.3% |
| 7D | +9.0% | -0.2% | +9.2% | +9.1% |
| 30D | -6.6% | +6.1% | -12.7% | -9.2% |
| 3M | -35.2% | +10.4% | -45.7% | -39.4% |
| 6M | +0.4% | +14.2% | -13.7% | -10.9% |
| YTD | +10.7% | +35.3% | -24.6% | -15.8% |
| 1Y | +78.6% | +40.6% | +37.9% | +29.4% |
| All | +420.9% | +70.9% | +350.0% | +245.8% |
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