+57.4%
INTC vs OKTA
+114.8%
-57.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -3.9% |
| 7D | -39.0% | -14.2% | -24.8% | -37.4% |
| 30D | -49.8% | -12.5% | -37.4% | -48.7% |
| 3M | -42.2% | +29.2% | -71.5% | -42.6% |
| 6M | -39.2% | +147.3% | -186.5% | -41.8% |
| YTD | +57.9% | +120.9% | -63.0% | +53.4% |
| 1Y | +57.4% | +119.7% | -62.3% | +53.1% |
| All | +57.4% | +114.8% | -57.4% | +53.1% |
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