+1,835.0%
OKE vs BLDR
+380.2%
+1,454.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.4% |
| 7D | -0.2% | -2.7% | +2.5% | +0.2% |
| 30D | +6.1% | -14.7% | +20.8% | +8.8% |
| 3M | +10.4% | -20.8% | +31.3% | +13.9% |
| 6M | +14.2% | -35.3% | +49.5% | +20.9% |
| YTD | +35.3% | -40.3% | +75.7% | +44.7% |
| 1Y | +40.6% | -56.3% | +96.9% | +58.5% |
| 3Y | +72.2% | -56.1% | +128.3% | +87.4% |
| 5Y | +139.6% | +12.9% | +126.7% | +113.0% |
| 10Y | +259.1% | +386.5% | -127.4% | +143.9% |
| All | +1,835.0% | +380.2% | +1,454.8% | +834.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling