+75.3%
OKE vs AMBA
+5.1%
+70.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.2% | +2.1% |
| 7D | +1.9% | -6.4% | +8.3% | +2.3% |
| 30D | +12.8% | -26.8% | +39.7% | +15.0% |
| 3M | +11.9% | -7.6% | +19.6% | +11.2% |
| 6M | +14.9% | +21.2% | -6.3% | +9.9% |
| YTD | +37.7% | -10.4% | +48.1% | +35.7% |
| 1Y | +44.1% | -24.4% | +68.5% | +43.6% |
| 3Y | +75.3% | +6.0% | +69.3% | +60.3% |
| All | +75.3% | +5.1% | +70.1% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling