-13.1%
CRCL vs OKTA
+90.9%
-104.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.2% |
| 7D | +17.1% | +2.6% | +14.5% | +16.4% |
| 30D | +61.3% | +16.0% | +45.2% | +52.4% |
| 3M | +12.7% | +38.2% | -25.4% | -2.4% |
| 6M | -3.1% | +137.8% | -140.9% | -43.6% |
| YTD | +28.7% | +97.3% | -68.6% | -13.1% |
| 1Y | -13.1% | +90.1% | -103.2% | -35.6% |
| All | -13.1% | +90.9% | -104.0% | -35.6% |
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