+3,710.7%
AMD vs OKTA
+651.0%
+3,059.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +5.7% | +9.0% | +12.6% |
| 7D | +6.5% | -6.0% | +12.4% | +9.6% |
| 30D | -15.3% | -23.2% | +7.9% | -5.8% |
| 3M | +9.7% | +18.3% | -8.6% | +0.7% |
| 6M | +13.2% | +112.6% | -99.4% | -20.5% |
| YTD | +140.6% | +106.3% | +34.3% | +66.5% |
| 1Y | +111.2% | +108.0% | +3.1% | +45.5% |
| 3Y | +334.4% | +163.2% | +171.3% | +156.3% |
| 5Y | +268.3% | -30.9% | +299.2% | +247.3% |
| All | +3,710.7% | +651.0% | +3,059.7% | +1,258.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling