+90.1%
OKTA vs AMBA
-20.7%
+110.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.1% |
| 7D | +2.6% | -11.0% | +13.6% | +3.2% |
| 30D | +16.0% | -23.2% | +39.2% | +17.2% |
| 3M | +38.2% | -12.7% | +50.9% | +38.3% |
| 6M | +137.8% | +11.2% | +126.6% | +116.2% |
| YTD | +97.3% | -11.2% | +108.5% | +83.7% |
| 1Y | +90.1% | -22.5% | +112.6% | +79.2% |
| All | +90.1% | -20.7% | +110.8% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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