+76.0%
AMZN vs OKTA
+95.5%
-19.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -2.7% | +0.4% | -3.1% | -2.8% |
| 30D | -7.5% | +13.8% | -21.3% | -9.8% |
| 3M | +5.8% | +48.9% | -43.1% | -1.8% |
| 6M | +17.5% | +114.9% | -97.4% | -0.5% |
| YTD | +9.1% | +97.9% | -88.8% | -6.3% |
| 1Y | +9.4% | +89.7% | -80.3% | -5.1% |
| All | +76.0% | +95.5% | -19.5% | +51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling