+9,564.2%
OKE vs RMD
+35,419.0%
-25,854.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | 0.0% | -4.2% | +4.2% | +0.6% |
| 30D | +4.6% | -2.1% | +6.6% | +4.8% |
| 3M | +6.9% | +13.8% | -6.8% | +4.5% |
| 6M | +15.8% | -10.6% | +26.4% | +17.3% |
| YTD | +35.2% | -8.1% | +43.3% | +36.3% |
| 1Y | +37.6% | -18.0% | +55.5% | +41.1% |
| 3Y | +72.0% | +52.9% | +19.2% | +57.5% |
| 5Y | +139.0% | -22.3% | +161.2% | +141.1% |
| 10Y | +258.7% | +274.8% | -16.1% | +184.9% |
| All | +9,564.2% | +35,419.0% | -25,854.8% | +6,168.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling