+132.1%
APO vs OKTA
-35.6%
+167.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | -8.4% | +13.8% | -22.3% | -11.7% |
| 3M | -2.1% | +48.9% | -50.9% | -11.5% |
| 6M | +19.2% | +114.9% | -95.7% | -3.4% |
| YTD | -10.5% | +97.9% | -108.4% | -26.5% |
| 1Y | -2.7% | +89.7% | -92.4% | -19.3% |
| 3Y | +52.5% | +95.8% | -43.3% | +21.4% |
| 5Y | +132.1% | -32.6% | +164.7% | +130.8% |
| All | +132.1% | -35.6% | +167.6% | +130.8% |
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