-0.3%
BA vs OKE
+75.5%
-75.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.1% |
| 7D | +2.5% | +1.9% | +0.6% | +2.1% |
| 30D | -10.1% | +12.8% | -22.9% | -11.9% |
| 3M | -2.4% | +11.9% | -14.3% | -4.6% |
| 6M | -8.8% | +14.9% | -23.7% | -12.3% |
| YTD | -2.9% | +37.7% | -40.7% | -12.3% |
| 1Y | -8.8% | +44.1% | -52.8% | -19.1% |
| 3Y | -0.3% | +75.3% | -75.5% | -17.1% |
| All | -0.3% | +75.5% | -75.7% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling