+479.4%
ASX vs OKE
+140.8%
+338.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +4.0% |
| 7D | +11.1% | -0.2% | +11.3% | +11.2% |
| 30D | +9.6% | +6.1% | +3.5% | +7.7% |
| 3M | +18.6% | +10.4% | +8.2% | +14.3% |
| 6M | +92.1% | +14.2% | +78.0% | +80.9% |
| YTD | +158.5% | +35.3% | +123.1% | +126.0% |
| 1Y | +271.9% | +40.6% | +231.3% | +218.6% |
| 3Y | +465.2% | +72.2% | +393.0% | +327.9% |
| 5Y | +479.4% | +139.6% | +339.8% | +281.3% |
| All | +479.4% | +140.8% | +338.7% | +281.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling