+15,835.0%
OKE vs TECH
+100,802.5%
-84,967.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.7% | -1.7% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +6.1% | +0.3% | +5.8% | +6.0% |
| 3M | +10.4% | +32.9% | -22.5% | +5.8% |
| 6M | +14.2% | +32.1% | -17.9% | +8.7% |
| YTD | +35.3% | +23.4% | +11.9% | +29.7% |
| 1Y | +40.6% | +34.1% | +6.6% | +32.7% |
| 3Y | +72.2% | +2.2% | +70.0% | +65.7% |
| 5Y | +139.6% | -41.8% | +181.4% | +146.7% |
| 10Y | +259.1% | +188.9% | +70.2% | +199.6% |
| All | +15,835.0% | +100,802.5% | -84,967.5% | +11,228.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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