+166.9%
OKTG price history and return analytics
+17.0%
+149.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.5% | -7.2% |
| 7D | -5.7% | -1.1% | -4.6% | -3.9% |
| 30D | +17.2% | -1.0% | +18.2% | +19.9% |
| 3M | +72.8% | +3.2% | +69.6% | +65.9% |
| 6M | +202.1% | +12.5% | +189.7% | +159.8% |
| YTD | +141.8% | +14.1% | +127.8% | +102.6% |
| All | +166.9% | +17.0% | +149.9% | +111.0% |
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