+724.9%
DELL vs OKTA
+90.2%
+634.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.7% | +14.7% | +12.9% |
| 7D | +8.2% | -2.4% | +10.6% | +9.0% |
| 30D | +17.1% | +13.0% | +4.1% | +10.3% |
| 3M | +45.2% | +41.7% | +3.5% | +25.0% |
| 6M | +286.8% | +105.9% | +180.8% | +196.9% |
| YTD | +354.8% | +92.6% | +262.2% | +253.4% |
| 1Y | +358.3% | +81.1% | +277.2% | +261.4% |
| 3Y | +724.9% | +84.8% | +640.1% | +566.4% |
| All | +724.9% | +90.2% | +634.7% | +566.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling