+44.6%
OKE vs BTDR
-69.9%
+114.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.6% | +2.0% | -3.9% |
| 7D | -5.2% | -17.6% | +12.3% | -6.2% |
| 30D | +1.1% | -40.3% | +41.4% | -1.6% |
| 3M | +2.2% | -42.6% | +44.8% | -0.2% |
| 6M | 0.0% | -46.3% | +46.3% | -2.0% |
| YTD | +26.5% | -41.7% | +68.3% | +25.2% |
| 1Y | +44.6% | -69.4% | +114.0% | +44.1% |
| All | +44.6% | -69.9% | +114.5% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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