+258.5%
OKE vs DAR
+366.1%
-107.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.8% |
| 7D | +1.2% | -0.1% | +1.4% | +1.3% |
| 30D | +4.5% | +2.6% | +1.8% | +3.0% |
| 3M | +9.6% | +14.2% | -4.6% | +2.6% |
| 6M | +15.4% | +17.2% | -1.8% | +6.3% |
| YTD | +36.5% | +80.9% | -44.4% | +2.9% |
| 1Y | +39.0% | +104.0% | -65.0% | -2.2% |
| 3Y | +74.3% | +3.6% | +70.7% | +59.1% |
| 5Y | +141.2% | -7.8% | +149.0% | +117.7% |
| All | +258.5% | +366.1% | -107.6% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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