+674.0%
MRNA vs OKTA
+151.7%
+522.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.7% | +8.1% | +6.0% |
| 7D | -1.1% | -2.4% | +1.3% | -0.6% |
| 30D | +126.1% | +13.0% | +113.1% | +116.4% |
| 3M | +190.0% | +41.7% | +148.3% | +162.3% |
| 6M | +157.2% | +105.9% | +51.3% | +105.5% |
| YTD | +388.2% | +92.6% | +295.6% | +292.9% |
| 1Y | +467.0% | +81.1% | +386.0% | +363.9% |
| 3Y | +36.1% | +84.8% | -48.8% | +6.0% |
| 5Y | -68.0% | -34.4% | -33.5% | -68.3% |
| All | +674.0% | +151.7% | +522.3% | +400.8% |
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