+627.8%
OKTA vs APA
+8.5%
+619.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.9% |
| 7D | +0.4% | +0.8% | -0.4% | +0.3% |
| 30D | +13.8% | +9.6% | +4.2% | +12.8% |
| 3M | +48.9% | +18.0% | +30.9% | +46.1% |
| 6M | +114.9% | +41.9% | +73.1% | +106.3% |
| YTD | +97.9% | +86.3% | +11.6% | +84.6% |
| 1Y | +89.7% | +97.9% | -8.2% | +75.3% |
| 3Y | +95.8% | +12.8% | +83.0% | +87.6% |
| 5Y | -32.6% | +177.2% | -209.8% | -39.6% |
| All | +627.8% | +8.5% | +619.4% | +538.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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