+217.0%
OKTG vs SPY
+15.7%
+201.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | -3.0% |
| 7D | -28.1% | -0.7% | -27.4% | -26.1% |
| 30D | -28.8% | -1.0% | -27.8% | -25.1% |
| 3M | +37.7% | -0.3% | +38.0% | +43.3% |
| 6M | +325.0% | +7.3% | +317.7% | +288.8% |
| YTD | +187.2% | +13.3% | +173.9% | +141.5% |
| All | +217.0% | +15.7% | +201.2% | +154.7% |
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