+91.5%
PKOH vs SPY
+9.8%
+81.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | -4.4% | -4.5% | -2.9% |
| 7D | -12.0% | -4.7% | -7.3% | -5.7% |
| 30D | -18.6% | -5.9% | -12.7% | -11.3% |
| 3M | -4.8% | -4.5% | -0.3% | +2.1% |
| 6M | +34.5% | +1.8% | +32.7% | +34.2% |
| YTD | +91.5% | +8.3% | +83.2% | +76.1% |
| 1Y | +91.5% | +9.3% | +82.2% | +73.6% |
| All | +91.5% | +9.8% | +81.8% | +73.6% |
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