+309.8%
BE vs OKTA
+83.4%
+226.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.7% | +9.4% | +6.7% |
| 7D | +9.0% | -2.4% | +11.5% | +9.1% |
| 30D | +16.3% | +13.0% | +3.2% | +16.1% |
| 3M | +10.8% | +41.7% | -30.9% | +11.1% |
| 6M | +73.2% | +105.9% | -32.7% | +81.5% |
| YTD | +217.4% | +92.6% | +124.8% | +237.8% |
| 1Y | +309.8% | +81.1% | +228.7% | +352.3% |
| All | +309.8% | +83.4% | +226.4% | +352.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling