+3,432.3%
AMD vs OKTA
+618.3%
+2,814.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.7% |
| 7D | +2.6% | +2.6% | -0.1% | +1.5% |
| 30D | -0.9% | +16.0% | -17.0% | -8.5% |
| 3M | -8.7% | +38.2% | -46.9% | -21.5% |
| 6M | +136.3% | +137.8% | -1.5% | +55.4% |
| YTD | +123.0% | +97.3% | +25.7% | +57.0% |
| 1Y | +195.2% | +90.1% | +105.1% | +110.5% |
| 3Y | +336.3% | +98.0% | +238.3% | +188.1% |
| 5Y | +334.5% | -36.9% | +371.4% | +325.0% |
| All | +3,432.3% | +618.3% | +2,814.0% | +1,181.4% |
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 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