-84.1%
RIVN vs OKE
+94.0%
-178.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.5% |
| 7D | +1.8% | +1.2% | +0.6% | +1.3% |
| 30D | +0.6% | +4.5% | -3.9% | -1.6% |
| 3M | +3.2% | +9.6% | -6.5% | -2.5% |
| 6M | -3.7% | +15.4% | -19.1% | -12.8% |
| YTD | -18.7% | +36.5% | -55.1% | -33.5% |
| 1Y | +14.7% | +39.0% | -24.2% | -7.4% |
| 3Y | -31.5% | +74.3% | -105.8% | -56.3% |
| All | -84.1% | +94.0% | -178.1% | -91.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling