+109.4%
OKTA vs AMIX
-100.0%
+209.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.4% | +8.6% | +0.2% |
| 7D | +6.6% | -10.9% | +17.5% | +6.7% |
| 30D | -19.4% | -55.0% | +35.6% | -19.0% |
| 3M | +23.9% | -82.0% | +105.9% | +25.3% |
| 6M | +130.9% | -80.4% | +211.3% | +127.1% |
| YTD | +111.1% | -88.3% | +199.4% | +107.9% |
| 1Y | +115.5% | -92.4% | +207.9% | +112.4% |
| All | +109.4% | -100.0% | +209.4% | +78.5% |
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