+123.1%
OKTA vs AMC
+131.1%
-8.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.3% | +2.4% |
| 7D | -4.6% | -2.8% | -1.8% | -4.0% |
| 30D | -19.7% | +14.0% | -33.7% | -21.7% |
| 3M | +21.2% | +42.5% | -21.3% | +13.1% |
| 6M | +123.1% | +142.6% | -19.5% | +39.4% |
| All | +123.1% | +131.1% | -8.0% | +39.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling