+74.3%
OKE vs RMD
+49.9%
+24.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | +1.2% | -4.4% | +5.7% | +1.8% |
| 30D | +4.5% | -3.1% | +7.6% | +4.9% |
| 3M | +9.6% | +13.8% | -4.2% | +7.3% |
| 6M | +15.4% | -8.6% | +24.0% | +16.6% |
| YTD | +36.5% | -8.6% | +45.1% | +37.8% |
| 1Y | +39.0% | -19.7% | +58.6% | +43.0% |
| 3Y | +74.3% | +48.4% | +25.9% | +69.0% |
| All | +74.3% | +49.9% | +24.4% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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