+92.3%
OKTA vs AMIX
-99.9%
+192.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.8% |
| 7D | +0.7% | -3.4% | +4.1% | +0.7% |
| 30D | +13.0% | -54.4% | +67.4% | +13.6% |
| 3M | +43.4% | -45.7% | +89.2% | +40.1% |
| 6M | +107.6% | -49.2% | +156.8% | +102.7% |
| YTD | +93.8% | -60.3% | +154.2% | +89.3% |
| 1Y | +80.8% | -81.4% | +162.2% | +77.1% |
| All | +92.3% | -99.9% | +192.1% | +62.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling