+443.7%
APLD vs OKE
+70.1%
+373.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | +4.1% | +0.7% | +3.4% | +3.6% |
| 30D | -11.7% | +9.4% | -21.1% | -17.0% |
| 3M | -40.3% | +8.6% | -48.8% | -44.7% |
| 6M | -8.0% | +15.3% | -23.3% | -21.3% |
| YTD | +7.5% | +34.8% | -27.2% | -20.4% |
| 1Y | +84.0% | +35.3% | +48.8% | +34.0% |
| 3Y | +356.2% | +69.5% | +286.8% | +178.7% |
| All | +443.7% | +70.1% | +373.6% | +237.8% |
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 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