+15,818.3%
OKE vs EVRG
+2,064.1%
+13,754.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | 0.0% | -0.7% | +0.7% | +0.3% |
| 30D | +4.6% | 0.0% | +4.6% | +4.6% |
| 3M | +6.9% | -1.0% | +7.9% | +7.4% |
| 6M | +15.8% | +1.0% | +14.8% | +15.0% |
| YTD | +35.2% | +15.1% | +20.1% | +26.0% |
| 1Y | +37.6% | +17.6% | +20.0% | +26.7% |
| 3Y | +72.0% | +70.5% | +1.6% | +32.0% |
| 5Y | +139.0% | +48.9% | +90.1% | +94.0% |
| 10Y | +258.7% | +112.8% | +145.9% | +142.9% |
| All | +15,818.3% | +2,064.1% | +13,754.2% | +4,392.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 all: compounded portfolio wealth divided by compounded EVRG 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…
all analysis · Full analysis span regression · 6 months rolling