+79.3%
IREN vs OKE
+98.7%
-19.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.1% |
| 7D | -1.9% | +1.2% | -3.1% | -2.6% |
| 30D | +0.4% | +4.5% | -4.1% | -2.5% |
| 3M | -22.7% | +9.6% | -32.3% | -28.5% |
| 6M | +4.4% | +15.4% | -11.0% | -10.3% |
| YTD | +16.0% | +36.5% | -20.4% | -14.2% |
| 1Y | +33.4% | +39.0% | -5.5% | -3.9% |
| 3Y | +948.6% | +74.3% | +874.3% | +499.5% |
| All | +79.3% | +98.7% | -19.5% | -10.0% |
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