+229.3%
APLD vs OKE
+61.8%
+167.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.0% | -6.8% | -6.4% |
| 7D | +2.7% | +5.4% | -2.7% | -0.5% |
| 30D | -21.4% | -1.3% | -20.1% | -21.0% |
| 3M | -47.8% | -2.0% | -45.8% | -47.6% |
| 6M | -64.9% | +3.4% | -68.3% | -67.0% |
| YTD | -34.9% | +28.2% | -63.0% | -50.4% |
| 1Y | -30.7% | +35.7% | -66.4% | -50.0% |
| 3Y | +305.3% | +61.0% | +244.3% | +155.9% |
| All | +229.3% | +61.8% | +167.5% | +110.4% |
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