+258.5%
OKE vs HRB
+209.1%
+49.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | +1.2% | -8.0% | +9.3% | +3.7% |
| 30D | +4.5% | -16.0% | +20.5% | +9.8% |
| 3M | +9.6% | +26.9% | -17.3% | +0.3% |
| 6M | +15.4% | +51.1% | -35.8% | -1.7% |
| YTD | +36.5% | +7.1% | +29.4% | +29.6% |
| 1Y | +39.0% | -9.6% | +48.6% | +39.6% |
| 3Y | +74.3% | +25.4% | +48.9% | +49.8% |
| 5Y | +141.2% | +114.9% | +26.3% | +61.7% |
| All | +258.5% | +209.1% | +49.4% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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