+1,218.2%
BE vs OKTA
-35.6%
+1,253.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.7% |
| 7D | +9.7% | +0.4% | +9.3% | +9.5% |
| 30D | +22.4% | +13.8% | +8.6% | +15.5% |
| 3M | +10.4% | +48.9% | -38.5% | -5.0% |
| 6M | +67.9% | +114.9% | -47.1% | +21.5% |
| YTD | +197.5% | +97.9% | +99.6% | +119.1% |
| 1Y | +310.6% | +89.7% | +220.9% | +207.6% |
| 3Y | +1,657.2% | +95.8% | +1,561.4% | +1,110.6% |
| 5Y | +1,218.2% | -32.6% | +1,250.8% | +1,415.3% |
| All | +1,218.2% | -35.6% | +1,253.7% | +1,415.3% |
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