+90.1%
OKTA vs AVAV
-39.1%
+129.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.3% |
| 7D | +2.6% | -2.2% | +4.9% | +3.0% |
| 30D | +16.0% | -13.9% | +30.0% | +18.2% |
| 3M | +38.2% | -29.2% | +67.4% | +42.7% |
| 6M | +137.8% | -36.1% | +173.9% | +144.4% |
| YTD | +97.3% | -40.2% | +137.5% | +101.9% |
| 1Y | +90.1% | -36.2% | +126.3% | +115.3% |
| All | +90.1% | -39.1% | +129.2% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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