+476.3%
ASX vs OKE
+70.9%
+405.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.7% |
| 7D | +11.1% | -0.2% | +11.3% | +11.1% |
| 30D | +9.6% | +6.1% | +3.5% | +8.9% |
| 3M | +18.6% | +10.4% | +8.2% | +16.8% |
| 6M | +92.1% | +14.2% | +78.0% | +85.7% |
| YTD | +158.5% | +35.3% | +123.1% | +135.7% |
| 1Y | +271.9% | +40.6% | +231.3% | +233.5% |
| All | +476.3% | +70.9% | +405.3% | +361.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling