-11.8%
BA vs OKE
+35.0%
-46.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.5% |
| 7D | -0.6% | +3.0% | -3.6% | +0.2% |
| 30D | -8.0% | -3.8% | -4.2% | -8.8% |
| 3M | -25.8% | -2.8% | -23.0% | -26.2% |
| 6M | -27.6% | +2.8% | -30.4% | -26.4% |
| YTD | -21.0% | +26.9% | -47.9% | -18.8% |
| All | -11.8% | +35.0% | -46.8% | -7.5% |
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