+364.0%
AMKR vs OKTA
+620.5%
-256.4%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.3% |
| 7D | +5.5% | +0.4% | +5.1% | +5.4% |
| 30D | -8.6% | +13.8% | -22.4% | -12.9% |
| 3M | -28.7% | +48.9% | -77.6% | -37.3% |
| 6M | +13.3% | +114.9% | -101.7% | -13.8% |
| YTD | +26.1% | +97.9% | -71.8% | -2.1% |
| 1Y | +101.2% | +89.7% | +11.5% | +58.6% |
| 3Y | +127.7% | +95.8% | +31.9% | +71.3% |
| 5Y | +90.9% | -32.6% | +123.5% | +82.4% |
| All | +364.0% | +620.5% | -256.4% | +98.2% |
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 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