+252.6%
INTC vs OKTA
+605.7%
-353.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.8% | +10.8% | +9.4% |
| 7D | +17.4% | +0.7% | +16.7% | +17.2% |
| 30D | +2.8% | +13.0% | -10.2% | -0.5% |
| 3M | -5.3% | +43.4% | -48.7% | -12.7% |
| 6M | +140.6% | +107.6% | +33.0% | +100.0% |
| YTD | +183.1% | +93.8% | +89.3% | +137.7% |
| 1Y | +326.8% | +80.8% | +245.9% | +263.9% |
| 3Y | +179.4% | +91.8% | +87.6% | +128.0% |
| 5Y | +111.7% | -36.4% | +148.1% | +101.6% |
| All | +252.6% | +605.7% | -353.0% | +108.0% |
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