+17.6%
ONDS vs OKE
+240.1%
-222.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.8% |
| 7D | -5.1% | +1.2% | -6.4% | -5.8% |
| 30D | -26.0% | +4.5% | -30.5% | -27.9% |
| 3M | -26.4% | +9.6% | -36.1% | -31.4% |
| 6M | -26.4% | +15.4% | -41.8% | -34.8% |
| YTD | -25.9% | +36.5% | -62.4% | -41.8% |
| 1Y | +12.6% | +39.0% | -26.4% | -12.6% |
| 3Y | +706.9% | +74.3% | +632.6% | +414.0% |
| 5Y | -2.4% | +141.2% | -143.6% | -46.5% |
| All | +17.6% | +240.1% | -222.5% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 10y: compounded portfolio wealth divided by compounded OKE 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…
10y analysis · Full analysis span regression · 6 months rolling