+612.9%
OKTA vs BB
-0.5%
+613.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.2% | -4.0% | -2.3% |
| 7D | +0.7% | +0.5% | +0.2% | +0.6% |
| 30D | +13.0% | -12.4% | +25.4% | +17.5% |
| 3M | +43.4% | -15.3% | +58.7% | +48.5% |
| 6M | +107.6% | +128.8% | -21.2% | +65.7% |
| YTD | +93.8% | +107.7% | -13.8% | +58.7% |
| 1Y | +80.8% | +103.9% | -23.1% | +47.8% |
| 3Y | +91.8% | +72.6% | +19.2% | +53.7% |
| 5Y | -36.4% | -24.3% | -12.1% | -41.3% |
| All | +612.9% | -0.5% | +613.4% | +491.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling