+5.3%
SWKS vs OKE
+40.5%
-35.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +1.7% |
| 7D | +6.8% | -0.2% | +7.0% | +6.8% |
| 30D | +11.3% | +6.1% | +5.2% | +10.7% |
| 3M | +4.1% | +10.4% | -6.4% | +2.2% |
| 6M | +39.7% | +14.2% | +25.5% | +36.0% |
| YTD | +23.2% | +35.3% | -12.1% | +13.9% |
| 1Y | +5.3% | +40.6% | -35.3% | -4.6% |
| All | +5.3% | +40.5% | -35.2% | -4.6% |
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