+164.3%
INTC vs OKTA
+95.5%
+68.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.6% | -5.4% |
| 7D | +9.4% | +0.4% | +9.0% | +9.3% |
| 30D | +2.7% | +13.8% | -11.2% | -0.4% |
| 3M | -6.3% | +48.9% | -55.2% | -13.5% |
| 6M | +114.5% | +114.9% | -0.5% | +78.0% |
| YTD | +171.9% | +97.9% | +74.0% | +129.2% |
| 1Y | +305.0% | +89.7% | +215.3% | +245.7% |
| All | +164.3% | +95.5% | +68.8% | +115.3% |
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 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