+91.8%
OKTA vs APA
+12.6%
+79.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.0% | +0.1% | +2.7% |
| 7D | +5.9% | +0.3% | +5.6% | +5.8% |
| 30D | +14.6% | +9.3% | +5.3% | +13.4% |
| 3M | +44.0% | +23.3% | +20.7% | +40.5% |
| 6M | +116.7% | +39.5% | +77.2% | +106.8% |
| YTD | +99.8% | +87.6% | +12.2% | +83.6% |
| 1Y | +84.1% | +114.2% | -30.2% | +65.1% |
| All | +91.8% | +12.6% | +79.1% | +91.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling