+627.8%
OKTA vs BBY
+157.7%
+470.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -1.0% |
| 7D | +0.4% | +0.7% | -0.3% | +0.2% |
| 30D | +13.8% | +5.8% | +8.0% | +11.2% |
| 3M | +48.9% | +18.0% | +30.9% | +39.9% |
| 6M | +114.9% | +39.8% | +75.1% | +90.7% |
| YTD | +97.9% | +35.4% | +62.5% | +76.7% |
| 1Y | +89.7% | +21.4% | +68.3% | +74.7% |
| 3Y | +95.8% | +39.5% | +56.3% | +58.8% |
| 5Y | -32.6% | -0.5% | -32.1% | -39.4% |
| All | +627.8% | +157.7% | +470.1% | +362.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling