+139.0%
OKE vs AVAV
+58.4%
+80.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.4% | -4.6% | -0.5% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +4.6% | -25.0% | +29.6% | +7.0% |
| 3M | +6.9% | -15.0% | +21.9% | +7.6% |
| 6M | +15.8% | -33.6% | +49.4% | +18.8% |
| YTD | +35.2% | -39.2% | +74.4% | +37.9% |
| 1Y | +37.6% | -40.5% | +78.1% | +39.3% |
| 3Y | +72.0% | +29.6% | +42.4% | +47.7% |
| 5Y | +139.0% | +56.7% | +82.3% | +95.8% |
| All | +139.0% | +58.4% | +80.5% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling