+275.1%
BLK vs OKE
+266.1%
+9.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | -3.3% | +1.2% | -4.6% | -3.7% |
| 30D | -6.5% | +4.5% | -11.0% | -7.8% |
| 3M | +6.7% | +9.6% | -2.9% | +3.4% |
| 6M | +14.7% | +15.4% | -0.6% | +8.7% |
| YTD | +2.5% | +36.5% | -33.9% | -8.3% |
| 1Y | -2.8% | +39.0% | -41.7% | -13.7% |
| 3Y | +65.9% | +74.3% | -8.4% | +36.1% |
| 5Y | +33.0% | +141.2% | -108.2% | -1.3% |
| All | +275.1% | +266.1% | +9.0% | +137.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling