+72.9%
OKE vs ACWI
+75.1%
-2.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | +6.1% | -0.6% | +6.7% | +6.3% |
| 3M | +10.4% | +4.3% | +6.2% | +7.4% |
| 6M | +14.2% | +12.7% | +1.5% | +4.7% |
| YTD | +35.3% | +13.9% | +21.4% | +22.4% |
| 1Y | +40.6% | +20.5% | +20.1% | +20.5% |
| All | +72.9% | +75.1% | -2.3% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling