+37.7%
OKE vs AMBA
-20.5%
+58.2%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +8.4% | -10.1% | -1.5% |
| 7D | -0.2% | +2.5% | -2.7% | -0.1% |
| 30D | +6.1% | -16.1% | +22.2% | +5.6% |
| 3M | +10.4% | +4.6% | +5.8% | +10.3% |
| 6M | +14.2% | +29.2% | -15.0% | +14.5% |
| YTD | +35.3% | -2.9% | +38.2% | +36.5% |
| All | +37.7% | -20.5% | +58.2% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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