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Stock and ETF performance explorer

OKTG price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+188.3%
VT return
+16.9%
Excess return
+171.4%
Maximum drawdown
-60.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+6.2%-0.6%+6.8%+7.4%
7D+11.7%-0.1%+11.8%+12.1%
30D+20.9%-0.7%+21.5%+23.1%
3M+78.7%+4.0%+74.7%+69.9%
6M+235.1%+12.3%+222.8%+189.2%
YTD+161.2%+14.0%+147.2%+119.2%
All+188.3%+16.9%+171.4%+128.2%

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