+255.2%
OKE vs AMC
-99.0%
+354.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | 0.0% |
| 7D | 0.0% | -7.1% | +7.1% | +0.2% |
| 30D | +4.6% | -1.7% | +6.3% | +4.6% |
| 3M | +6.9% | +13.5% | -6.5% | +5.8% |
| 6M | +15.8% | +112.6% | -96.9% | +11.2% |
| YTD | +35.2% | +51.3% | -16.1% | +31.4% |
| 1Y | +37.6% | -14.5% | +52.1% | +36.6% |
| 3Y | +72.0% | -67.1% | +139.2% | +72.5% |
| 5Y | +139.0% | -99.5% | +238.5% | +167.9% |
| All | +255.2% | -99.0% | +354.1% | +177.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling