+113.0%
OKTA vs BAM
+2.1%
+110.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.9% | +2.9% |
| 7D | -4.6% | -2.9% | -1.7% | -3.4% |
| 30D | -19.7% | +14.7% | -34.4% | -24.8% |
| 3M | +21.2% | -4.1% | +25.4% | +25.6% |
| 6M | +123.1% | +9.6% | +113.5% | +113.3% |
| YTD | +110.8% | +3.4% | +107.4% | +104.6% |
| 1Y | +113.0% | +1.0% | +111.9% | +108.5% |
| All | +113.0% | +2.1% | +110.8% | +108.5% |
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