+9,760.7%
SWKS vs OKE
+14,959.9%
-5,199.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +2.4% |
| 7D | +10.9% | +3.0% | +7.8% | +9.7% |
| 30D | +17.6% | -3.8% | +21.4% | +19.2% |
| 3M | +29.2% | -2.8% | +32.0% | +30.1% |
| 6M | +37.0% | +2.8% | +34.1% | +33.8% |
| YTD | +44.9% | +26.9% | +18.0% | +30.3% |
| 1Y | +33.8% | +35.4% | -1.6% | +17.3% |
| 3Y | +10.2% | +60.1% | -49.9% | -9.8% |
| 5Y | -37.0% | +84.0% | -121.0% | -51.5% |
| 10Y | +50.0% | +238.7% | -188.7% | -21.8% |
| All | +9,760.7% | +14,959.9% | -5,199.2% | +1,164.4% |
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