+14,357.9%
OKE vs SWK
+1,582.6%
+12,775.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -0.1% |
| 7D | -7.1% | +10.7% | -17.7% | -10.8% |
| 30D | -3.2% | +33.3% | -36.5% | -13.2% |
| 3M | +0.6% | +14.7% | -14.1% | -5.1% |
| 6M | +3.3% | +48.5% | -45.2% | -12.3% |
| YTD | +22.8% | +63.9% | -41.1% | -1.2% |
| 1Y | +32.5% | +80.4% | -47.9% | +2.6% |
| 3Y | +56.2% | +58.1% | -1.9% | +20.7% |
| 5Y | +73.6% | -24.5% | +98.1% | +70.5% |
| 10Y | +218.0% | +29.5% | +188.5% | +156.3% |
| All | +14,357.9% | +1,582.6% | +12,775.3% | +5,114.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling