+6.2%
ABNB vs OKTA
-34.5%
+40.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +2.3% |
| 7D | -6.5% | -2.4% | -4.1% | -5.8% |
| 30D | -5.5% | +13.0% | -18.5% | -10.4% |
| 3M | +30.0% | +41.7% | -11.7% | +14.3% |
| 6M | +27.6% | +105.9% | -78.3% | -3.7% |
| YTD | +25.4% | +92.6% | -67.2% | -3.9% |
| 1Y | +38.3% | +81.1% | -42.7% | +7.9% |
| 3Y | +15.5% | +84.8% | -69.3% | -16.0% |
| All | +6.2% | -34.5% | +40.6% | +17.6% |
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