+411.8%
GE vs OKTA
-30.1%
+441.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +2.7% | +8.4% | -5.8% | +1.8% |
| 30D | +8.1% | -13.7% | +21.8% | +9.4% |
| 3M | -7.9% | +18.0% | -25.9% | -10.5% |
| 6M | +12.9% | +133.8% | -120.9% | -0.1% |
| YTD | +8.2% | +111.5% | -103.3% | -3.9% |
| 1Y | +9.7% | +118.3% | -108.7% | -3.1% |
| 3Y | +266.1% | +168.0% | +98.1% | +208.4% |
| All | +411.8% | -30.1% | +441.8% | +410.6% |
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 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