-3.5%
BA vs OKE
+140.8%
-144.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.4% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | -11.3% | +6.1% | -17.4% | -13.2% |
| 3M | -3.8% | +10.4% | -14.2% | -7.9% |
| 6M | -8.3% | +14.2% | -22.4% | -14.5% |
| YTD | -4.9% | +35.3% | -40.3% | -18.4% |
| 1Y | -10.1% | +40.6% | -50.7% | -24.4% |
| 3Y | -2.3% | +72.2% | -74.5% | -29.7% |
| 5Y | -3.5% | +139.6% | -143.1% | -45.6% |
| All | -3.5% | +140.8% | -144.3% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling