-29.8%
NOW vs OKTA
+87.1%
-116.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.1% | -5.4% | -3.9% |
| 7D | -4.1% | +5.9% | -10.0% | -6.8% |
| 30D | +2.9% | +14.6% | -11.7% | -5.2% |
| 3M | +22.6% | +44.0% | -21.4% | -2.6% |
| 6M | +7.5% | +116.7% | -109.2% | -34.9% |
| YTD | -14.4% | +99.8% | -114.2% | -45.9% |
| 1Y | -29.8% | +84.1% | -113.8% | -54.3% |
| All | -29.8% | +87.1% | -116.9% | -54.3% |
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 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