+123.1%
OKTA vs ACWI
+2.1%
+121.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +0.2% |
| 7D | -4.6% | -0.7% | -3.9% | -3.0% |
| 30D | -19.7% | -2.0% | -17.7% | -16.5% |
| 3M | +21.2% | -2.2% | +23.4% | +26.5% |
| 6M | +123.1% | +1.9% | +121.2% | +122.3% |
| All | +123.1% | +2.1% | +121.0% | +122.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling