+1,346.4%
MU vs OKTA
-34.4%
+1,380.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +2.1% |
| 7D | +7.5% | +5.9% | +1.6% | +6.2% |
| 30D | +19.4% | +14.6% | +4.8% | +14.7% |
| 3M | +9.8% | +44.0% | -34.2% | -0.1% |
| 6M | +164.1% | +116.7% | +47.4% | +115.1% |
| YTD | +260.3% | +99.8% | +160.5% | +196.8% |
| 1Y | +661.2% | +84.1% | +577.1% | +540.0% |
| 3Y | +1,380.8% | +97.7% | +1,283.2% | +1,097.0% |
| 5Y | +1,346.4% | -35.2% | +1,381.5% | +1,242.9% |
| All | +1,346.4% | -34.4% | +1,380.8% | +1,242.9% |
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