+183.1%
OKTG vs SPY
+16.0%
+167.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.7% |
| 7D | +4.7% | +0.1% | +4.6% | +4.6% |
| 30D | +24.4% | +0.1% | +24.3% | +25.7% |
| 3M | +65.0% | +2.0% | +63.0% | +60.8% |
| 6M | +301.6% | +13.0% | +288.6% | +226.6% |
| YTD | +156.5% | +13.5% | +143.0% | +110.4% |
| All | +183.1% | +16.0% | +167.2% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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