+182.7%
OKTG vs SPY
+14.1%
+168.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.4% |
| 7D | +0.6% | -2.0% | +2.5% | +6.0% |
| 30D | +19.4% | -1.7% | +21.0% | +26.1% |
| 3M | +92.2% | +4.7% | +87.4% | +76.9% |
| 6M | +229.6% | +12.5% | +217.1% | +172.6% |
| YTD | +156.1% | +11.7% | +144.4% | +119.3% |
| All | +182.7% | +14.1% | +168.6% | +131.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling