+20.6%
ABNB vs OKTA
-27.7%
+48.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.3% | -3.5% |
| 7D | -4.4% | +0.7% | -5.1% | -4.6% |
| 30D | -2.0% | +13.0% | -15.0% | -7.1% |
| 3M | +29.8% | +43.4% | -13.6% | +13.5% |
| 6M | +31.0% | +107.6% | -76.6% | -1.5% |
| YTD | +28.6% | +93.8% | -65.2% | -1.8% |
| 1Y | +40.1% | +80.8% | -40.8% | +9.1% |
| 3Y | +19.7% | +91.8% | -72.1% | -14.2% |
| 5Y | +6.5% | -36.4% | +42.9% | +10.0% |
| All | +20.6% | -27.7% | +48.4% | +20.2% |
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