-32.4%
ACHR vs OKTA
+90.9%
-123.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -0.7% | +2.6% | -3.3% | -1.5% |
| 30D | +9.8% | +16.0% | -6.2% | +4.8% |
| 3M | -10.5% | +38.2% | -48.7% | -18.8% |
| 6M | -15.5% | +137.8% | -153.3% | -39.2% |
| YTD | -24.1% | +97.3% | -121.4% | -39.4% |
| 1Y | -32.4% | +90.1% | -122.5% | -43.6% |
| All | -32.4% | +90.9% | -123.3% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling