-13.7%
KKR vs OKE
+43.1%
-56.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.6% | +9.2% | +5.1% |
| 7D | +8.9% | -5.2% | +14.2% | +8.2% |
| 30D | +12.7% | +1.1% | +11.5% | +12.5% |
| 3M | -6.2% | +2.2% | -8.4% | -6.0% |
| 6M | -1.5% | 0.0% | -1.6% | -1.6% |
| YTD | -20.1% | +26.5% | -46.6% | -21.6% |
| 1Y | -13.7% | +44.6% | -58.3% | -24.5% |
| All | -13.7% | +43.1% | -56.8% | -24.5% |
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