+48.8%
AAOI vs OKE
+40.8%
+8.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -2.7% | -18.2% | -21.2% |
| 7D | -40.8% | -9.0% | -31.8% | -41.8% |
| 30D | -64.0% | -2.3% | -61.7% | -63.8% |
| 3M | -63.5% | 0.0% | -63.5% | -63.0% |
| 6M | -74.0% | -2.0% | -72.1% | -74.1% |
| YTD | +34.5% | +23.2% | +11.3% | +49.7% |
| 1Y | +48.8% | +36.6% | +12.2% | +63.1% |
| All | +48.8% | +40.8% | +8.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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