+1,766.1%
APO vs OKE
+670.4%
+1,095.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | 0.0% |
| 7D | -1.0% | -0.2% | -0.8% | -0.9% |
| 30D | -0.4% | +6.1% | -6.4% | -2.7% |
| 3M | -0.9% | +10.4% | -11.3% | -5.2% |
| 6M | +22.1% | +14.2% | +8.0% | +14.6% |
| YTD | -8.4% | +35.3% | -43.7% | -20.0% |
| 1Y | -0.9% | +40.6% | -41.6% | -14.9% |
| 3Y | +56.1% | +72.2% | -16.1% | +24.6% |
| 5Y | +136.0% | +139.6% | -3.6% | +67.3% |
| 10Y | +949.3% | +259.1% | +690.2% | +491.3% |
| All | +1,766.1% | +670.4% | +1,095.7% | +592.6% |
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 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