-55.4%
APP vs OKE
+43.1%
-98.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.6% | +14.3% | +8.5% |
| 7D | +4.5% | -5.2% | +9.8% | +1.6% |
| 30D | -3.6% | +1.1% | -4.8% | -2.7% |
| 3M | -35.3% | +2.2% | -37.5% | -33.8% |
| 6M | -42.8% | 0.0% | -42.8% | -41.6% |
| YTD | -59.7% | +26.5% | -86.2% | -53.9% |
| 1Y | -55.4% | +44.6% | -100.0% | -46.5% |
| All | -55.4% | +43.1% | -98.5% | -46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling