+225.3%
OKE vs SWK
+26.9%
+198.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.2% |
| 7D | -5.0% | +11.3% | -16.3% | -9.8% |
| 30D | -1.6% | +31.5% | -33.1% | -13.2% |
| 3M | -2.2% | +14.4% | -16.6% | -8.7% |
| 6M | +5.0% | +46.4% | -41.5% | -13.5% |
| YTD | +24.8% | +61.6% | -36.8% | -4.0% |
| 1Y | +35.1% | +78.7% | -43.7% | -1.5% |
| 3Y | +57.5% | +54.4% | +3.1% | +13.7% |
| 5Y | +81.5% | -25.3% | +106.8% | +90.7% |
| 10Y | +225.3% | +22.4% | +203.0% | +144.5% |
| All | +225.3% | +26.9% | +198.5% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling