+14.9%
RIVN vs OKE
+35.9%
-21.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.1% |
| 7D | -2.1% | +0.7% | -2.8% | -1.9% |
| 30D | +1.2% | +9.4% | -8.2% | +2.3% |
| 3M | -13.1% | +8.6% | -21.7% | -12.3% |
| 6M | +5.5% | +15.3% | -9.8% | +2.3% |
| YTD | -20.1% | +34.8% | -54.9% | -28.4% |
| 1Y | +14.9% | +35.3% | -20.4% | -8.1% |
| All | +14.9% | +35.9% | -21.0% | -8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling