+72.9%
OKE vs AVAV
+24.3%
+48.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.6% | -1.5% |
| 7D | -0.2% | -3.2% | +3.0% | -0.1% |
| 30D | +6.1% | -25.6% | +31.6% | +7.4% |
| 3M | +10.4% | -20.2% | +30.7% | +11.3% |
| 6M | +14.2% | -38.1% | +52.2% | +16.6% |
| YTD | +35.3% | -41.8% | +77.1% | +37.2% |
| 1Y | +40.6% | -39.0% | +79.7% | +40.2% |
| All | +72.9% | +24.3% | +48.5% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling