-39.8%
COIN vs OKTA
+90.9%
-130.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | +3.4% | +2.6% | +0.7% | +2.7% |
| 30D | +23.2% | +16.0% | +7.2% | +17.0% |
| 3M | +12.5% | +38.2% | -25.7% | -0.7% |
| 6M | -11.6% | +137.8% | -149.4% | -43.5% |
| YTD | -18.4% | +97.3% | -115.6% | -40.0% |
| 1Y | -39.8% | +90.1% | -129.9% | -53.2% |
| All | -39.8% | +90.9% | -130.7% | -53.2% |
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