+2,587.6%
AXTI vs OKTA
+90.2%
+2,497.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.7% |
| 7D | +5.1% | -2.4% | +7.5% | +5.6% |
| 30D | -17.5% | +13.0% | -30.5% | -20.3% |
| 3M | -26.7% | +41.7% | -68.4% | -32.7% |
| 6M | +36.8% | +105.9% | -69.2% | +9.9% |
| YTD | +296.1% | +92.6% | +203.6% | +224.8% |
| 1Y | +1,810.6% | +81.1% | +1,729.6% | +1,504.2% |
| 3Y | +2,587.6% | +84.8% | +2,502.7% | +2,039.7% |
| All | +2,587.6% | +90.2% | +2,497.3% | +2,039.7% |
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