+696.7%
KKR vs OKE
+266.1%
+430.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | -6.2% | +1.2% | -7.4% | -6.7% |
| 30D | -8.9% | +4.5% | -13.3% | -10.6% |
| 3M | +6.3% | +9.6% | -3.3% | +1.7% |
| 6M | +16.5% | +15.4% | +1.1% | +8.2% |
| YTD | -20.3% | +36.5% | -56.7% | -31.5% |
| 1Y | -29.8% | +39.0% | -68.8% | -40.2% |
| 3Y | +63.2% | +74.3% | -11.1% | +28.6% |
| 5Y | +68.0% | +141.2% | -73.2% | +17.9% |
| All | +696.7% | +266.1% | +430.7% | +370.0% |
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