+608.2%
OKTA vs BB
-3.0%
+611.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.1% |
| 7D | -2.4% | -0.4% | -2.0% | -2.4% |
| 30D | +13.0% | -12.5% | +25.6% | +17.6% |
| 3M | +41.7% | -17.4% | +59.1% | +47.7% |
| 6M | +105.9% | +119.1% | -13.2% | +66.1% |
| YTD | +92.6% | +102.4% | -9.8% | +58.7% |
| 1Y | +81.1% | +98.2% | -17.1% | +49.1% |
| 3Y | +84.8% | +46.9% | +37.9% | +54.4% |
| 5Y | -34.4% | -26.4% | -8.1% | -39.1% |
| All | +608.2% | -3.0% | +611.2% | +491.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling