+15,835.0%
OKE vs KGC
+347.5%
+15,487.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.7% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +6.1% | +10.5% | -4.4% | +5.4% |
| 3M | +10.4% | +19.8% | -9.3% | +9.1% |
| 6M | +14.2% | -6.7% | +20.8% | +13.9% |
| YTD | +35.3% | +7.8% | +27.6% | +33.8% |
| 1Y | +40.6% | +35.7% | +4.9% | +37.0% |
| 3Y | +72.2% | +553.7% | -481.5% | +53.1% |
| 5Y | +139.6% | +461.7% | -322.1% | +113.1% |
| 10Y | +259.1% | +710.2% | -451.1% | +208.5% |
| All | +15,835.0% | +347.5% | +15,487.4% | +13,578.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling