+58.3%
OKE vs AMIX
-99.9%
+158.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.2% | +2.4% | +2.2% |
| 7D | +1.9% | -3.4% | +5.3% | +1.9% |
| 30D | +12.8% | -54.4% | +67.2% | +12.7% |
| 3M | +11.9% | -45.7% | +57.7% | +12.3% |
| 6M | +14.9% | -49.2% | +64.0% | +15.3% |
| YTD | +37.7% | -60.3% | +98.1% | +38.3% |
| 1Y | +44.1% | -81.4% | +125.4% | +45.2% |
| All | +58.3% | -99.9% | +158.2% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling