+81.1%
OKTA vs APTV
-44.8%
+125.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | -2.4% | -5.0% | +2.6% | -1.3% |
| 30D | +13.0% | -6.1% | +19.1% | +14.6% |
| 3M | +41.7% | -33.0% | +74.7% | +57.9% |
| 6M | +105.9% | -35.2% | +141.2% | +130.6% |
| YTD | +92.6% | -40.1% | +132.7% | +121.9% |
| 1Y | +81.1% | -45.6% | +126.7% | +115.7% |
| All | +81.1% | -44.8% | +125.9% | +115.7% |
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