+258.5%
OKE vs GRMN
+677.8%
-419.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | -0.9% |
| 7D | +1.2% | +2.4% | -1.2% | +0.1% |
| 30D | +4.5% | -8.5% | +12.9% | +8.5% |
| 3M | +9.6% | +19.5% | -9.9% | -0.1% |
| 6M | +15.4% | +21.2% | -5.8% | +3.3% |
| YTD | +36.5% | +41.0% | -4.6% | +12.3% |
| 1Y | +39.0% | +19.6% | +19.4% | +23.4% |
| 3Y | +74.3% | +183.8% | -109.5% | -11.4% |
| 5Y | +141.2% | +83.0% | +58.2% | +59.9% |
| All | +258.5% | +677.8% | -419.3% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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