+3,136.5%
DELL vs OKTA
+627.3%
+2,509.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | -0.5% |
| 7D | +8.7% | +5.9% | +2.9% | +7.3% |
| 30D | +16.9% | +14.6% | +2.3% | +12.0% |
| 3M | +40.4% | +44.0% | -3.6% | +27.3% |
| 6M | +267.1% | +116.7% | +150.4% | +205.2% |
| YTD | +329.1% | +99.8% | +229.3% | +260.7% |
| 1Y | +346.9% | +84.1% | +262.9% | +281.4% |
| 3Y | +696.6% | +97.7% | +599.0% | +555.0% |
| 5Y | +1,106.2% | -35.2% | +1,141.4% | +1,038.0% |
| All | +3,136.5% | +627.3% | +2,509.2% | +1,796.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling