-96.4%
OKLL price history and return analytics
+26.2%
-122.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.6% | +2.6% | +25.0% | +8.3% |
| 7D | +20.1% | +0.4% | +19.7% | +20.6% |
| 30D | -47.6% | -2.6% | -45.0% | -31.8% |
| 3M | -76.9% | -3.2% | -73.7% | -67.3% |
| 6M | -92.2% | +0.9% | -93.1% | -90.6% |
| YTD | -94.9% | +11.3% | -106.2% | -96.3% |
| 1Y | -98.3% | +14.0% | -112.3% | -98.9% |
| All | -96.4% | +26.2% | -122.6% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling