-97.7%
OKUR price history and return analytics
+78.0%
-175.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | 0.0% |
| 7D | -4.5% | -0.1% | -4.4% | -4.4% |
| 30D | -16.7% | -0.7% | -16.1% | -16.3% |
| 3M | -20.5% | +4.0% | -24.5% | -23.2% |
| 6M | -0.6% | +12.3% | -12.9% | -10.7% |
| YTD | +16.6% | +14.0% | +2.5% | +3.6% |
| 1Y | +31.5% | +20.3% | +11.2% | +11.6% |
| 3Y | -95.2% | +75.4% | -170.7% | -97.1% |
| 5Y | -96.5% | +66.0% | -162.4% | -97.5% |
| All | -97.7% | +78.0% | -175.8% | -98.4% |
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