-36.4%
OKTA vs AVAV
+44.7%
-81.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.6% | -2.4% |
| 7D | +0.7% | +3.2% | -2.5% | 0.0% |
| 30D | +13.0% | -20.3% | +33.3% | +18.3% |
| 3M | +43.4% | -19.4% | +62.9% | +47.9% |
| 6M | +107.6% | -35.3% | +142.9% | +121.7% |
| YTD | +93.8% | -38.5% | +132.3% | +104.0% |
| 1Y | +80.8% | -37.2% | +118.0% | +86.5% |
| 3Y | +91.8% | +31.1% | +60.7% | +46.2% |
| 5Y | -36.4% | +41.0% | -77.4% | -62.5% |
| All | -36.4% | +44.7% | -81.1% | -62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling