+137.0%
OKE vs VIAV
+139.8%
-2.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.7% | +0.6% |
| 7D | +1.2% | +11.2% | -9.9% | +0.1% |
| 30D | +4.5% | -10.1% | +14.6% | +5.4% |
| 3M | +9.6% | -22.9% | +32.5% | +11.8% |
| 6M | +15.4% | +28.8% | -13.4% | +8.1% |
| YTD | +36.5% | +117.5% | -81.0% | +15.4% |
| 1Y | +39.0% | +216.1% | -177.1% | +7.8% |
| 3Y | +74.3% | +292.2% | -217.9% | +25.9% |
| All | +137.0% | +139.8% | -2.7% | +94.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling