+118.0%
NOK vs OKE
+35.9%
+82.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.6% |
| 7D | -1.8% | +0.7% | -2.5% | -1.6% |
| 30D | +4.7% | +9.4% | -4.7% | +6.4% |
| 3M | -39.7% | +8.6% | -48.2% | -38.8% |
| 6M | +23.1% | +15.3% | +7.8% | +24.7% |
| YTD | +55.0% | +34.8% | +20.2% | +62.9% |
| 1Y | +118.0% | +35.3% | +82.8% | +128.9% |
| All | +118.0% | +35.9% | +82.2% | +128.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling