+743.4%
AXTI vs OKTA
-34.5%
+777.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.8% |
| 7D | +5.1% | -2.4% | +7.5% | +5.7% |
| 30D | -17.5% | +13.0% | -30.5% | -21.0% |
| 3M | -26.7% | +41.7% | -68.4% | -34.0% |
| 6M | +36.8% | +105.9% | -69.2% | +5.9% |
| YTD | +296.1% | +92.6% | +203.6% | +212.1% |
| 1Y | +1,810.6% | +81.1% | +1,729.6% | +1,438.3% |
| 3Y | +2,587.6% | +84.8% | +2,502.7% | +1,971.8% |
| All | +743.4% | -34.5% | +777.8% | +816.9% |
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