+36.6%
OKE vs VIAV
+55.1%
-18.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -10.5% | +7.8% | -2.8% |
| 7D | -9.0% | -21.1% | +12.1% | -9.4% |
| 30D | -2.3% | -45.4% | +43.1% | -3.4% |
| 3M | 0.0% | -32.4% | +32.4% | -0.8% |
| 6M | -2.0% | -51.3% | +49.3% | -2.9% |
| YTD | +23.2% | +47.6% | -24.4% | +32.3% |
| 1Y | +36.6% | +50.8% | -14.2% | +47.4% |
| All | +36.6% | +55.1% | -18.5% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 1y: compounded portfolio wealth divided by compounded VIAV 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…
1y analysis · Full analysis span regression · 6 months rolling