+676.4%
OKTA vs AMC
-98.6%
+775.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.3% |
| 7D | +6.6% | +8.4% | -1.8% | +6.3% |
| 30D | -19.4% | +9.2% | -28.6% | -19.7% |
| 3M | +23.9% | +32.0% | -8.1% | +22.5% |
| 6M | +130.9% | +149.3% | -18.4% | +121.4% |
| YTD | +111.1% | +114.1% | -3.0% | +102.9% |
| 1Y | +115.5% | +35.8% | +79.8% | +110.5% |
| 3Y | +169.4% | -58.3% | +227.7% | +168.4% |
| 5Y | -30.2% | -99.2% | +69.0% | -25.3% |
| All | +676.4% | -98.6% | +775.0% | +894.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling