+137.0%
OKE vs BLDR
+10.9%
+126.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.4% | +0.6% |
| 7D | +1.2% | -8.2% | +9.5% | +2.3% |
| 30D | +4.5% | -16.6% | +21.1% | +6.8% |
| 3M | +9.6% | -23.2% | +32.8% | +12.7% |
| 6M | +15.4% | -33.7% | +49.1% | +20.8% |
| YTD | +36.5% | -41.3% | +77.8% | +45.1% |
| 1Y | +39.0% | -58.8% | +97.8% | +57.4% |
| 3Y | +74.3% | -57.5% | +131.8% | +87.0% |
| All | +137.0% | +10.9% | +126.2% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling