+81.1%
OKTA vs AMIX
-81.9%
+163.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.7% |
| 7D | -2.4% | -4.8% | +2.4% | -2.4% |
| 30D | +13.0% | -42.0% | +55.0% | +13.4% |
| 3M | +41.7% | -46.5% | +88.2% | +38.7% |
| 6M | +105.9% | -48.2% | +154.2% | +100.6% |
| YTD | +92.6% | -62.2% | +154.7% | +85.9% |
| 1Y | +81.1% | -82.1% | +163.1% | +86.0% |
| All | +81.1% | -81.9% | +163.0% | +86.0% |
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