+1,200.6%
OKE vs ACWI
+356.8%
+843.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.7% | +0.5% | +0.2% | +0.1% |
| 30D | +9.4% | +0.9% | +8.5% | +8.2% |
| 3M | +8.6% | +2.4% | +6.2% | +4.7% |
| 6M | +15.3% | +12.4% | +2.9% | -1.2% |
| YTD | +34.8% | +15.2% | +19.6% | +11.9% |
| 1Y | +35.3% | +22.7% | +12.6% | +4.2% |
| 3Y | +69.5% | +75.8% | -6.3% | -13.9% |
| 5Y | +135.2% | +67.7% | +67.5% | +25.8% |
| 10Y | +261.7% | +229.0% | +32.7% | +1.8% |
| All | +1,200.6% | +356.8% | +843.8% | +127.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling