+137.0%
OKE vs EQH
+102.2%
+34.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | +1.2% | +0.7% | +0.5% | +1.0% |
| 30D | +4.5% | +2.8% | +1.7% | +3.3% |
| 3M | +9.6% | +23.1% | -13.5% | +0.7% |
| 6M | +15.4% | +41.4% | -26.0% | -0.8% |
| YTD | +36.5% | +14.3% | +22.2% | +27.6% |
| 1Y | +39.0% | +1.6% | +37.4% | +36.3% |
| 3Y | +74.3% | +102.7% | -28.4% | +20.5% |
| All | +137.0% | +102.2% | +34.8% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 5y: compounded portfolio wealth divided by compounded EQH 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…
5y analysis · Full analysis span regression · 6 months rolling