+258.5%
OKE vs AMP
+589.3%
-330.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | +1.2% | -0.5% | +1.8% | +1.6% |
| 30D | +4.5% | -1.3% | +5.8% | +5.2% |
| 3M | +9.6% | +24.2% | -14.6% | -4.1% |
| 6M | +15.4% | +24.6% | -9.2% | +0.2% |
| YTD | +36.5% | +14.8% | +21.6% | +23.0% |
| 1Y | +39.0% | +12.8% | +26.2% | +26.2% |
| 3Y | +74.3% | +69.0% | +5.3% | +21.4% |
| 5Y | +141.2% | +124.9% | +16.3% | +36.4% |
| All | +258.5% | +589.3% | -330.8% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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