+4,297.1%
KR vs OKE
+16,094.5%
-11,797.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.6% |
| 7D | -0.2% | +1.2% | -1.4% | -0.4% |
| 30D | +5.1% | +4.5% | +0.6% | +4.4% |
| 3M | -8.2% | +9.6% | -17.8% | -9.4% |
| 6M | -18.0% | +15.4% | -33.4% | -19.8% |
| YTD | -4.8% | +36.5% | -41.2% | -9.1% |
| 1Y | -11.0% | +39.0% | -50.0% | -15.3% |
| 3Y | +37.7% | +74.3% | -36.6% | +25.4% |
| 5Y | +52.8% | +141.2% | -88.4% | +31.8% |
| 10Y | +128.8% | +262.1% | -133.3% | +70.0% |
| All | +4,297.1% | +16,094.5% | -11,797.4% | +1,148.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling