+258.5%
OKE vs NI
+143.3%
+115.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | +1.2% | 0.0% | +1.2% | +1.2% |
| 30D | +4.5% | -1.4% | +5.9% | +5.4% |
| 3M | +9.6% | -10.6% | +20.2% | +16.8% |
| 6M | +15.4% | -9.3% | +24.7% | +21.6% |
| YTD | +36.5% | +1.1% | +35.3% | +34.3% |
| 1Y | +39.0% | +3.4% | +35.6% | +34.5% |
| 3Y | +74.3% | +67.9% | +6.4% | +24.8% |
| 5Y | +141.2% | +98.0% | +43.2% | +54.5% |
| All | +258.5% | +143.3% | +115.2% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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