+119.7%
OKTA vs AMIX
-92.3%
+212.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +0.7% |
| 7D | -14.2% | -25.1% | +10.9% | -14.0% |
| 30D | -12.5% | -54.5% | +42.0% | -12.0% |
| 3M | +29.2% | -91.7% | +121.0% | +31.3% |
| 6M | +147.3% | -79.4% | +226.8% | +141.3% |
| YTD | +120.9% | -86.1% | +207.0% | +111.9% |
| 1Y | +119.7% | -91.6% | +211.2% | +107.6% |
| All | +119.7% | -92.3% | +212.0% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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