+127.8%
AAPL vs OKTA
-34.5%
+162.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.1% |
| 7D | +3.8% | -2.4% | +6.2% | +4.2% |
| 30D | +9.9% | +13.0% | -3.1% | +7.4% |
| 3M | +12.5% | +41.7% | -29.2% | +5.9% |
| 6M | +27.6% | +105.9% | -78.3% | +11.6% |
| YTD | +22.6% | +92.6% | -70.0% | +7.8% |
| 1Y | +45.0% | +81.1% | -36.1% | +28.6% |
| 3Y | +87.8% | +84.8% | +2.9% | +61.3% |
| All | +127.8% | -34.5% | +162.2% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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