+23.3%
BA vs OKE
+243.0%
-219.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.5% |
| 7D | -1.1% | +5.4% | -6.4% | -3.5% |
| 30D | -7.1% | -1.3% | -5.8% | -6.8% |
| 3M | -25.5% | -2.0% | -23.5% | -25.2% |
| 6M | -28.7% | +3.4% | -32.1% | -31.2% |
| YTD | -21.0% | +28.2% | -49.2% | -32.6% |
| 1Y | -11.9% | +35.7% | -47.5% | -27.1% |
| 3Y | -16.2% | +61.0% | -77.2% | -38.6% |
| 5Y | -22.4% | +85.8% | -108.2% | -48.4% |
| All | +23.3% | +243.0% | -219.7% | -35.4% |
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