-97.1%
OKLL price history and return analytics
+26.2%
-123.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.6% | -10.5% | -6.6% |
| 7D | +50.6% | +2.9% | +47.8% | +27.2% |
| 30D | -48.7% | -2.5% | -46.2% | -33.1% |
| 3M | -77.9% | -3.3% | -74.6% | -68.1% |
| 6M | -93.7% | +1.5% | -95.3% | -92.8% |
| YTD | -95.8% | +11.4% | -107.2% | -96.9% |
| 1Y | -98.5% | +11.9% | -110.5% | -98.9% |
| All | -97.1% | +26.2% | -123.3% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling