-42.3%
ACN vs OKTA
+95.5%
-137.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.4% |
| 7D | -7.9% | +0.4% | -8.3% | -8.0% |
| 30D | -1.1% | +13.8% | -14.9% | -4.4% |
| 3M | +5.6% | +48.9% | -43.3% | -4.4% |
| 6M | -9.9% | +114.9% | -124.9% | -26.0% |
| YTD | -32.3% | +97.9% | -130.2% | -43.5% |
| 1Y | -25.3% | +89.7% | -115.0% | -37.3% |
| All | -42.3% | +95.5% | -137.8% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling