+119.7%
OKTA vs BBY
+33.0%
+86.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.0% | -7.3% | -0.9% |
| 7D | -14.2% | +4.5% | -18.7% | -14.9% |
| 30D | -12.5% | +16.0% | -28.5% | -15.3% |
| 3M | +29.2% | +18.6% | +10.6% | +23.8% |
| 6M | +147.3% | +80.1% | +67.3% | +103.7% |
| YTD | +120.9% | +57.4% | +63.5% | +86.8% |
| 1Y | +119.7% | +34.5% | +85.2% | +92.9% |
| All | +119.7% | +33.0% | +86.7% | +92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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