+916.7%
APO vs OKE
+266.1%
+650.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -3.5% | +1.2% | -4.8% | -4.0% |
| 30D | -6.6% | +4.5% | -11.0% | -8.4% |
| 3M | -3.3% | +9.6% | -12.9% | -7.5% |
| 6M | +22.6% | +15.4% | +7.2% | +13.7% |
| YTD | -9.8% | +36.5% | -46.2% | -22.6% |
| 1Y | -3.9% | +39.0% | -42.8% | -18.4% |
| 3Y | +52.5% | +74.3% | -21.8% | +18.1% |
| 5Y | +134.0% | +141.2% | -7.2% | +59.5% |
| All | +916.7% | +266.1% | +650.6% | +491.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling