+91.8%
OKTA vs AMC
-67.8%
+159.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -1.5% |
| 7D | +0.7% | -0.8% | +1.5% | +0.7% |
| 30D | +13.0% | -1.2% | +14.2% | +13.1% |
| 3M | +43.4% | +42.2% | +1.2% | +36.9% |
| 6M | +107.6% | +118.8% | -11.2% | +91.6% |
| YTD | +93.8% | +64.1% | +29.7% | +81.6% |
| 1Y | +80.8% | -9.5% | +90.4% | +75.2% |
| 3Y | +91.8% | -64.3% | +156.1% | +84.8% |
| All | +91.8% | -67.8% | +159.6% | +84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling