+72.7%
OKE vs ALHC
+146.3%
-73.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | -0.1% |
| 7D | 0.0% | -5.8% | +5.8% | 0.0% |
| 30D | +4.6% | -3.3% | +7.9% | +4.6% |
| 3M | +6.9% | -37.9% | +44.9% | +7.3% |
| 6M | +15.8% | -29.5% | +45.3% | +15.9% |
| YTD | +35.2% | -35.4% | +70.6% | +35.4% |
| 1Y | +37.6% | -22.4% | +60.0% | +37.5% |
| All | +72.7% | +146.3% | -73.7% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 3y: compounded portfolio wealth divided by compounded ALHC 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…
3y analysis · Full analysis span regression · 6 months rolling