+82.2%
OKE vs KVUE
-20.4%
+102.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.2% | -5.1% | +6.4% | +2.0% |
| 30D | +4.5% | -6.3% | +10.8% | +5.5% |
| 3M | +9.6% | -0.5% | +10.1% | +9.5% |
| 6M | +15.4% | +3.1% | +12.3% | +14.5% |
| YTD | +36.5% | +6.7% | +29.8% | +34.6% |
| 1Y | +39.0% | -1.1% | +40.1% | +38.8% |
| 3Y | +74.3% | -8.7% | +83.0% | +73.3% |
| All | +82.2% | -20.4% | +102.6% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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