+144.0%
OKE vs SWK
-38.5%
+182.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.8% | +5.0% | +2.8% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +12.8% | -8.9% | +21.7% | +14.9% |
| 3M | +11.9% | +20.5% | -8.6% | +6.6% |
| 6M | +14.9% | +27.1% | -12.2% | +7.3% |
| YTD | +37.7% | +30.2% | +7.5% | +27.3% |
| 1Y | +44.1% | +24.8% | +19.3% | +34.1% |
| 3Y | +75.3% | +16.3% | +59.0% | +59.4% |
| 5Y | +144.0% | -40.1% | +184.1% | +170.0% |
| All | +144.0% | -38.5% | +182.5% | +170.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling