+2.6%
NOW vs OKTA
-36.4%
+39.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.3% |
| 7D | -6.1% | +0.7% | -6.8% | -6.3% |
| 30D | +7.5% | +13.0% | -5.5% | +0.9% |
| 3M | +17.5% | +43.4% | -25.9% | -1.2% |
| 6M | +7.9% | +107.6% | -99.7% | -22.5% |
| YTD | -12.4% | +93.8% | -106.2% | -35.6% |
| 1Y | -28.6% | +80.8% | -109.4% | -46.2% |
| 3Y | +11.8% | +91.8% | -80.0% | -22.5% |
| 5Y | +2.6% | -36.4% | +39.0% | +12.4% |
| All | +2.6% | -36.4% | +39.0% | +12.4% |
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