+74.3%
OKE vs MKSI
+190.8%
-116.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.1% | +0.7% |
| 7D | +1.2% | +2.7% | -1.4% | +1.0% |
| 30D | +4.5% | -12.8% | +17.3% | +5.7% |
| 3M | +9.6% | -22.5% | +32.1% | +11.1% |
| 6M | +15.4% | +19.4% | -4.0% | +9.3% |
| YTD | +36.5% | +67.7% | -31.3% | +21.3% |
| 1Y | +39.0% | +131.4% | -92.4% | +15.2% |
| 3Y | +74.3% | +197.3% | -123.0% | +24.1% |
| All | +74.3% | +190.8% | -116.5% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling