-44.5%
APP vs OKE
+40.5%
-85.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.0% |
| 7D | +0.3% | 0.0% | +0.3% | +0.3% |
| 30D | -1.3% | +4.6% | -5.9% | +1.2% |
| 3M | -36.2% | +6.9% | -43.2% | -32.9% |
| 6M | -34.1% | +15.8% | -49.9% | -29.4% |
| YTD | -53.3% | +35.2% | -88.5% | -46.8% |
| 1Y | -44.5% | +37.6% | -82.1% | -36.9% |
| All | -44.5% | +40.5% | -85.0% | -36.9% |
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