+85.0%
OKE vs ACWI
+58.7%
+26.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +5.4% | +2.4% | +2.9% | +3.4% |
| 30D | -1.3% | -1.7% | +0.3% | -0.3% |
| 3M | -2.0% | -3.9% | +1.9% | +0.6% |
| 6M | +3.4% | +0.8% | +2.6% | +1.5% |
| YTD | +28.2% | +11.0% | +17.1% | +14.3% |
| 1Y | +35.7% | +13.1% | +22.6% | +18.8% |
| 3Y | +61.0% | +73.9% | -12.9% | -8.3% |
| All | +85.0% | +58.7% | +26.3% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling