+119.7%
OKTA vs APTV
-46.4%
+166.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -0.1% |
| 7D | -14.2% | -1.9% | -12.3% | -14.0% |
| 30D | -12.5% | -1.4% | -11.0% | -12.4% |
| 3M | +29.2% | -9.3% | +38.6% | +31.4% |
| 6M | +147.3% | -27.3% | +174.7% | +162.2% |
| YTD | +120.9% | -43.1% | +164.1% | +156.2% |
| 1Y | +119.7% | -46.5% | +166.2% | +159.6% |
| All | +119.7% | -46.4% | +166.0% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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