+15,968.0%
OKE vs TROW
+13,984.0%
+1,983.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | +1.2% | -3.2% | +4.4% | +2.2% |
| 30D | +4.5% | -4.6% | +9.1% | +5.9% |
| 3M | +9.6% | -0.7% | +10.3% | +9.3% |
| 6M | +15.4% | +22.2% | -6.8% | +8.1% |
| YTD | +36.5% | +6.6% | +29.8% | +32.4% |
| 1Y | +39.0% | +5.8% | +33.1% | +35.1% |
| 3Y | +74.3% | +11.6% | +62.7% | +65.3% |
| 5Y | +141.2% | -38.9% | +180.1% | +166.1% |
| 10Y | +262.1% | +128.5% | +133.6% | +187.9% |
| All | +15,968.0% | +13,984.0% | +1,983.9% | +7,038.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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