+390.9%
AMD vs OKTA
-34.4%
+425.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.1% | 0.0% | +2.1% |
| 7D | +14.0% | +5.9% | +8.1% | +11.9% |
| 30D | +11.0% | +14.6% | -3.6% | +4.3% |
| 3M | +9.6% | +44.0% | -34.4% | -5.2% |
| 6M | +157.1% | +116.7% | +40.4% | +84.7% |
| YTD | +143.3% | +99.8% | +43.6% | +78.2% |
| 1Y | +234.4% | +84.1% | +150.4% | +152.5% |
| 3Y | +391.2% | +97.7% | +293.5% | +242.3% |
| 5Y | +390.9% | -35.2% | +426.1% | +434.2% |
| All | +390.9% | -34.4% | +425.3% | +434.2% |
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 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