+634.8%
OKTA vs AMC
-99.0%
+733.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.9% | +7.0% | +3.2% |
| 7D | +5.9% | -6.8% | +12.7% | +6.2% |
| 30D | +14.6% | +1.7% | +12.9% | +14.5% |
| 3M | +44.0% | +26.8% | +17.2% | +41.8% |
| 6M | +116.7% | +117.7% | -1.0% | +108.8% |
| YTD | +99.8% | +57.7% | +42.1% | +94.5% |
| 1Y | +84.1% | -12.5% | +96.5% | +82.9% |
| 3Y | +97.7% | -65.7% | +163.4% | +98.4% |
| 5Y | -35.2% | -99.5% | +64.3% | -29.7% |
| All | +634.8% | -99.0% | +733.7% | +853.4% |
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