-27.2%
KWEB vs OKE
+35.9%
-63.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | -1.0% | +0.7% | -1.7% | -1.0% |
| 30D | -8.7% | +9.4% | -18.1% | -7.9% |
| 3M | -4.0% | +8.6% | -12.5% | -3.1% |
| 6M | -13.1% | +15.3% | -28.4% | -12.7% |
| YTD | -23.5% | +34.8% | -58.3% | -24.3% |
| 1Y | -27.2% | +35.3% | -62.4% | -28.8% |
| All | -27.2% | +35.9% | -63.0% | -28.8% |
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