+44.6%
OKE vs KGC
-5.3%
+49.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +7.5% | -11.1% | -2.8% |
| 7D | -5.2% | -6.8% | +1.6% | -5.7% |
| 30D | +1.1% | -9.2% | +10.3% | +0.4% |
| 3M | +2.2% | -9.1% | +11.3% | +1.6% |
| 6M | 0.0% | -25.7% | +25.7% | -1.5% |
| YTD | +26.5% | -23.6% | +50.2% | +23.9% |
| 1Y | +44.6% | -4.3% | +48.9% | +39.4% |
| All | +44.6% | -5.3% | +49.9% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 1y: compounded portfolio wealth divided by compounded KGC 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…
1y analysis · Full analysis span regression · 6 months rolling