+155.1%
OKE vs BBAI
-71.7%
+226.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -1.7% |
| 7D | -0.2% | -4.1% | +3.9% | -0.1% |
| 30D | +6.1% | -12.4% | +18.4% | +6.2% |
| 3M | +10.4% | -29.1% | +39.5% | +10.9% |
| 6M | +14.2% | -32.6% | +46.8% | +14.6% |
| YTD | +35.3% | -47.6% | +82.9% | +36.2% |
| 1Y | +40.6% | -41.0% | +81.7% | +41.0% |
| 3Y | +72.2% | +67.5% | +4.8% | +67.9% |
| 5Y | +139.6% | -71.3% | +210.9% | +137.7% |
| All | +155.1% | -71.7% | +226.8% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 all: compounded portfolio wealth divided by compounded BBAI 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…
all analysis · Full analysis span regression · 6 months rolling