+459.6%
APLD vs OKE
+70.8%
+388.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.1% |
| 7D | +9.0% | -0.2% | +9.2% | +9.2% |
| 30D | -6.6% | +6.1% | -12.7% | -10.2% |
| 3M | -35.2% | +10.4% | -45.7% | -40.8% |
| 6M | +0.4% | +14.2% | -13.7% | -13.1% |
| YTD | +10.7% | +35.3% | -24.6% | -18.2% |
| 1Y | +78.6% | +40.6% | +37.9% | +25.7% |
| 3Y | +423.9% | +72.2% | +351.7% | +216.9% |
| All | +459.6% | +70.8% | +388.8% | +247.1% |
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