+146.5%
ASX vs OKE
+43.1%
+103.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.6% | -0.3% | -5.6% |
| 7D | -14.6% | -5.2% | -9.4% | -16.7% |
| 30D | -21.1% | +1.1% | -22.2% | -20.4% |
| 3M | -3.1% | +2.2% | -5.3% | -1.4% |
| 6M | +17.4% | 0.0% | +17.3% | +18.8% |
| YTD | +135.3% | +26.5% | +108.8% | +150.7% |
| 1Y | +146.5% | +44.6% | +101.9% | +154.6% |
| All | +146.5% | +43.1% | +103.4% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 1y: compounded portfolio wealth divided by compounded OKE 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…
1y analysis · Full analysis span regression · 6 months rolling