+1,821.9%
BA vs OKE
+15,895.1%
-14,073.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.0% |
| 7D | +1.2% | +0.7% | +0.5% | +0.9% |
| 30D | -11.6% | +9.4% | -21.0% | -14.7% |
| 3M | -2.4% | +8.6% | -10.9% | -6.1% |
| 6M | -6.6% | +15.3% | -21.9% | -13.0% |
| YTD | -2.2% | +34.8% | -37.0% | -14.6% |
| 1Y | -8.0% | +35.3% | -43.3% | -19.9% |
| 3Y | -5.0% | +69.5% | -74.5% | -25.6% |
| 5Y | -2.7% | +135.2% | -137.9% | -33.3% |
| 10Y | +75.9% | +261.7% | -185.8% | -3.3% |
| All | +1,821.9% | +15,895.1% | -14,073.1% | +286.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling