-14.3%
KHC vs OKE
+135.8%
-150.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.5% | 0.0% | -2.5% | -2.5% |
| 30D | +0.5% | +4.6% | -4.1% | -0.2% |
| 3M | +3.0% | +6.9% | -3.9% | +1.8% |
| 6M | +6.6% | +15.8% | -9.1% | +3.8% |
| YTD | +5.8% | +35.2% | -29.4% | +0.2% |
| 1Y | -2.2% | +37.6% | -39.8% | -7.7% |
| 3Y | -12.5% | +72.0% | -84.6% | -22.6% |
| All | -14.3% | +135.8% | -150.1% | -28.6% |
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 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