+74.6%
BND vs OKE
+1,210.6%
-1,136.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -1.0% | +1.2% | -2.3% | -1.0% |
| 30D | -1.1% | +4.5% | -5.6% | -1.1% |
| 3M | -1.9% | +9.6% | -11.5% | -1.9% |
| 6M | -1.6% | +15.4% | -17.0% | -1.7% |
| YTD | -1.2% | +36.5% | -37.7% | -1.4% |
| 1Y | -0.7% | +39.0% | -39.7% | -1.0% |
| 3Y | +12.5% | +74.3% | -61.8% | +12.1% |
| 5Y | -2.5% | +141.2% | -143.7% | -3.2% |
| 10Y | +14.9% | +262.1% | -247.2% | +13.3% |
| All | +74.6% | +1,210.6% | -1,136.0% | +61.9% |
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