+47.4%
OKE vs AMIX
-100.0%
+147.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +1.0% |
| 7D | +5.4% | -9.9% | +15.2% | +5.3% |
| 30D | -1.3% | -52.8% | +51.4% | -1.4% |
| 3M | -2.0% | -80.0% | +78.0% | -2.3% |
| 6M | +3.4% | -80.2% | +83.7% | +3.5% |
| YTD | +28.2% | -88.1% | +116.3% | +28.5% |
| 1Y | +35.7% | -91.1% | +126.7% | +36.0% |
| All | +47.4% | -100.0% | +147.3% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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