+59.4%
OKE vs AHR
+356.1%
-296.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | +1.2% | -2.1% | +3.3% | +1.6% |
| 30D | +4.5% | +1.9% | +2.6% | +4.1% |
| 3M | +9.6% | +15.7% | -6.0% | +6.3% |
| 6M | +15.4% | +2.5% | +12.9% | +14.4% |
| YTD | +36.5% | +15.0% | +21.4% | +31.1% |
| 1Y | +39.0% | +28.1% | +10.9% | +29.1% |
| All | +59.4% | +356.1% | -296.6% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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