+35.1%
OKE vs SWK
+77.0%
-41.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.4% |
| 7D | -5.0% | +11.3% | -16.3% | -3.3% |
| 30D | -1.6% | +31.5% | -33.1% | +2.3% |
| 3M | -2.2% | +14.4% | -16.6% | -0.2% |
| 6M | +5.0% | +46.4% | -41.5% | +10.9% |
| YTD | +24.8% | +61.6% | -36.8% | +33.4% |
| 1Y | +35.1% | +78.7% | -43.7% | +43.3% |
| All | +35.1% | +77.0% | -41.9% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling