+74.3%
OKE vs DAR
+5.7%
+68.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.3% |
| 7D | +1.2% | -0.1% | +1.4% | +1.3% |
| 30D | +4.5% | +2.6% | +1.8% | +3.9% |
| 3M | +9.6% | +14.2% | -4.6% | +6.9% |
| 6M | +15.4% | +17.2% | -1.8% | +12.0% |
| YTD | +36.5% | +80.9% | -44.4% | +22.9% |
| 1Y | +39.0% | +104.0% | -65.0% | +22.1% |
| 3Y | +74.3% | +3.6% | +70.7% | +74.4% |
| All | +74.3% | +5.7% | +68.6% | +74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling