+74.3%
OKE vs AMCR
+6.5%
+67.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | +1.2% | -6.3% | +7.5% | +2.0% |
| 30D | +4.5% | -7.8% | +12.3% | +5.5% |
| 3M | +9.6% | +7.5% | +2.1% | +8.0% |
| 6M | +15.4% | +2.7% | +12.7% | +14.9% |
| YTD | +36.5% | +6.0% | +30.4% | +34.0% |
| 1Y | +39.0% | +7.8% | +31.2% | +35.6% |
| 3Y | +74.3% | +5.8% | +68.5% | +72.1% |
| All | +74.3% | +6.5% | +67.8% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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