+608.2%
OKTA vs APTV
-25.6%
+633.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | -2.4% | -5.0% | +2.6% | -0.8% |
| 30D | +13.0% | -6.1% | +19.1% | +15.1% |
| 3M | +41.7% | -33.0% | +74.7% | +59.7% |
| 6M | +105.9% | -35.2% | +141.2% | +132.8% |
| YTD | +92.6% | -40.1% | +132.7% | +123.0% |
| 1Y | +81.1% | -45.6% | +126.7% | +116.4% |
| 3Y | +84.8% | -54.4% | +139.2% | +126.2% |
| 5Y | -34.4% | -68.9% | +34.5% | -11.5% |
| All | +608.2% | -25.6% | +633.8% | +597.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling