+90.1%
OKTA vs BBY
+27.1%
+63.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.2% | -3.1% | -0.6% |
| 7D | +2.6% | +9.5% | -6.9% | +0.3% |
| 30D | +16.0% | +6.8% | +9.2% | +13.5% |
| 3M | +38.2% | +28.9% | +9.3% | +25.5% |
| 6M | +137.8% | +37.8% | +100.0% | +110.5% |
| YTD | +97.3% | +38.7% | +58.5% | +73.4% |
| 1Y | +90.1% | +23.7% | +66.4% | +73.0% |
| All | +90.1% | +27.1% | +63.0% | +73.0% |
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