+84.1%
OKTA vs BAM
-12.6%
+96.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.4% | +4.4% |
| 7D | +5.9% | -3.9% | +9.8% | +8.3% |
| 30D | +14.6% | -8.8% | +23.4% | +20.9% |
| 3M | +44.0% | +2.2% | +41.8% | +41.6% |
| 6M | +116.7% | +5.9% | +110.8% | +108.1% |
| YTD | +99.8% | -6.1% | +105.9% | +103.9% |
| 1Y | +84.1% | -11.6% | +95.7% | +94.1% |
| All | +84.1% | -12.6% | +96.6% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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