+91.8%
OKTA vs ACWI
+77.6%
+14.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | +0.7% | +1.1% | -0.4% | -0.7% |
| 30D | +13.0% | -0.2% | +13.2% | +13.5% |
| 3M | +43.4% | +4.7% | +38.7% | +35.4% |
| 6M | +107.6% | +14.5% | +93.2% | +73.0% |
| YTD | +93.8% | +14.6% | +79.2% | +60.9% |
| 1Y | +80.8% | +21.4% | +59.4% | +37.9% |
| 3Y | +91.8% | +77.6% | +14.2% | -23.0% |
| All | +91.8% | +77.6% | +14.2% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling