+84.8%
OKTA vs BBY
+42.8%
+42.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.1% | -5.8% | -3.0% |
| 7D | -2.4% | +0.6% | -3.0% | -2.5% |
| 30D | +13.0% | +9.4% | +3.6% | +11.5% |
| 3M | +41.7% | +19.3% | +22.4% | +37.8% |
| 6M | +105.9% | +47.9% | +58.0% | +95.0% |
| YTD | +92.6% | +39.6% | +53.0% | +82.9% |
| 1Y | +81.1% | +22.2% | +58.9% | +73.5% |
| 3Y | +84.8% | +45.0% | +39.9% | +53.7% |
| All | +84.8% | +42.8% | +42.1% | +53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling