+85.0%
OKE vs AVAV
+28.1%
+56.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +1.2% |
| 7D | +5.4% | +4.2% | +1.1% | +4.9% |
| 30D | -1.3% | -2.6% | +1.2% | -1.3% |
| 3M | -2.0% | -38.0% | +35.9% | +1.6% |
| 6M | +3.4% | -27.0% | +30.4% | +4.7% |
| YTD | +28.2% | -51.4% | +79.6% | +32.9% |
| 1Y | +35.7% | -60.2% | +95.9% | +44.1% |
| 3Y | +61.0% | -6.7% | +67.7% | +43.1% |
| All | +85.0% | +28.1% | +56.9% | +44.5% |
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