+273.5%
BOKF price history and return analytics
+357.8%
-84.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +0.1% | +2.9% | -2.8% | -2.8% |
| 30D | +4.4% | -2.5% | +6.9% | +6.9% |
| 3M | -9.7% | -3.3% | -6.4% | -6.8% |
| 6M | +1.8% | +1.5% | +0.3% | -0.6% |
| YTD | +11.4% | +11.4% | +0.1% | -1.7% |
| 1Y | +21.3% | +11.9% | +9.4% | +6.6% |
| 3Y | +98.3% | +73.9% | +24.4% | +10.4% |
| 5Y | +35.7% | +57.9% | -22.2% | -17.0% |
| 10Y | +109.8% | +222.6% | -112.9% | -33.8% |
| All | +273.5% | +357.8% | -84.4% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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