+84.1%
OKTA vs ACWI
+20.9%
+63.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.7% |
| 7D | +5.9% | 0.0% | +5.9% | +5.9% |
| 30D | +14.6% | -0.6% | +15.2% | +15.4% |
| 3M | +44.0% | +4.3% | +39.7% | +39.1% |
| 6M | +116.7% | +12.7% | +104.0% | +96.6% |
| YTD | +99.8% | +13.9% | +85.8% | +78.3% |
| 1Y | +84.1% | +20.5% | +63.5% | +50.3% |
| All | +84.1% | +20.9% | +63.2% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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