+886.9%
AAPL vs OKTA
+620.5%
+266.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.7% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | +7.1% | +13.8% | -6.7% | +3.6% |
| 3M | +12.1% | +48.9% | -36.8% | +2.4% |
| 6M | +25.4% | +114.9% | -89.5% | +4.2% |
| YTD | +20.5% | +97.9% | -77.4% | +1.1% |
| 1Y | +44.5% | +89.7% | -45.2% | +22.1% |
| 3Y | +85.8% | +95.8% | -10.1% | +49.6% |
| 5Y | +124.8% | -32.6% | +157.4% | +115.3% |
| All | +886.9% | +620.5% | +266.4% | +487.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling