+1,314.2%
AAOI vs OKE
+138.0%
+1,176.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.3% |
| 7D | -0.2% | +1.2% | -1.4% | -0.9% |
| 30D | -23.7% | +4.5% | -28.2% | -26.0% |
| 3M | -39.0% | +9.6% | -48.6% | -44.4% |
| 6M | -17.0% | +15.4% | -32.4% | -27.7% |
| YTD | +202.2% | +36.5% | +165.8% | +126.0% |
| 1Y | +292.4% | +39.0% | +253.4% | +187.3% |
| 3Y | +804.4% | +74.3% | +730.1% | +568.7% |
| All | +1,314.2% | +138.0% | +1,176.2% | +762.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling