+35.3%
OKE vs WM
-0.9%
+36.2%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.2% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +9.4% | -2.4% | +11.8% | +10.5% |
| 3M | +8.6% | +0.4% | +8.1% | +8.3% |
| 6M | +15.3% | -9.5% | +24.8% | +19.7% |
| YTD | +34.8% | +0.5% | +34.3% | +34.2% |
| 1Y | +35.3% | -1.1% | +36.4% | +36.0% |
| All | +35.3% | -0.9% | +36.2% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling