+15,835.0%
OKE vs APA
+860.1%
+14,974.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.0% | -4.7% | -2.8% |
| 7D | -0.2% | +0.3% | -0.5% | -0.4% |
| 30D | +6.1% | +9.3% | -3.2% | +2.4% |
| 3M | +10.4% | +23.3% | -12.9% | +1.5% |
| 6M | +14.2% | +39.5% | -25.3% | -0.5% |
| YTD | +35.3% | +87.6% | -52.3% | +5.1% |
| 1Y | +40.6% | +114.2% | -73.6% | +2.8% |
| 3Y | +72.2% | +13.6% | +58.6% | +52.2% |
| 5Y | +139.6% | +175.6% | -36.0% | +44.0% |
| 10Y | +259.1% | -2.6% | +261.7% | +145.7% |
| All | +15,835.0% | +860.1% | +14,974.8% | +7,148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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