+24.0%
SWKS vs OKE
+34.2%
-10.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.2% |
| 7D | -3.1% | -5.0% | +1.8% | -3.1% |
| 30D | +8.3% | -1.6% | +10.0% | +8.5% |
| 3M | +20.2% | -2.2% | +22.4% | +20.1% |
| 6M | +24.9% | +5.0% | +20.0% | +21.9% |
| YTD | +33.2% | +24.8% | +8.4% | +25.8% |
| All | +24.0% | +34.2% | -10.1% | +14.5% |
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