+91.1%
AMKR vs OKTA
-34.5%
+125.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.7% | +7.1% | +5.2% |
| 7D | +8.3% | -2.4% | +10.7% | +8.9% |
| 30D | -6.8% | +13.0% | -19.8% | -10.7% |
| 3M | -31.9% | +41.7% | -73.6% | -38.8% |
| 6M | +18.4% | +105.9% | -87.6% | -7.0% |
| YTD | +31.7% | +92.6% | -60.9% | +5.0% |
| 1Y | +105.2% | +81.1% | +24.2% | +67.1% |
| 3Y | +147.7% | +84.8% | +62.9% | +94.1% |
| All | +91.1% | -34.5% | +125.5% | +97.4% |
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 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