+9,498.9%
SWKS vs OKE
+14,842.9%
-5,344.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.9% | +5.0% | +5.6% |
| 7D | +5.7% | -0.5% | +6.2% | +5.9% |
| 30D | +17.3% | -3.1% | +20.4% | +18.6% |
| 3M | +28.3% | -2.6% | +30.8% | +29.0% |
| 6M | +26.1% | +2.8% | +23.3% | +23.1% |
| YTD | +41.1% | +25.9% | +15.2% | +27.2% |
| 1Y | +31.4% | +34.0% | -2.5% | +15.7% |
| 3Y | +7.3% | +58.9% | -51.6% | -11.9% |
| 5Y | -37.7% | +81.8% | -119.5% | -51.8% |
| 10Y | +46.0% | +236.1% | -190.0% | -23.7% |
| All | +9,498.9% | +14,842.9% | -5,344.0% | +1,134.3% |
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