+116.7%
OKTA vs AEE
-2.2%
+118.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +2.6% |
| 7D | +5.9% | +1.1% | +4.8% | +7.0% |
| 30D | +14.6% | 0.0% | +14.6% | +14.8% |
| 3M | +44.0% | -0.9% | +44.9% | +45.5% |
| 6M | +116.7% | -2.4% | +119.1% | +115.2% |
| All | +116.7% | -2.2% | +118.9% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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