+477.7%
ASX vs OKTA
-36.4%
+514.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.8% | +6.4% |
| 7D | +6.3% | +0.7% | +5.6% | +6.1% |
| 30D | +6.4% | +13.0% | -6.6% | +3.0% |
| 3M | +13.1% | +43.4% | -30.3% | +3.9% |
| 6M | +90.3% | +107.6% | -17.3% | +57.2% |
| YTD | +149.6% | +93.8% | +55.8% | +108.2% |
| 1Y | +249.2% | +80.8% | +168.3% | +195.9% |
| 3Y | +445.9% | +91.8% | +354.1% | +342.1% |
| 5Y | +477.7% | -36.4% | +514.1% | +479.3% |
| All | +477.7% | -36.4% | +514.1% | +479.3% |
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