+90.1%
OKTA vs BEN
+42.6%
+47.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.1% |
| 7D | +2.6% | +0.2% | +2.4% | +2.5% |
| 30D | +16.0% | -0.5% | +16.6% | +16.1% |
| 3M | +38.2% | +9.7% | +28.4% | +33.3% |
| 6M | +137.8% | +33.9% | +103.9% | +108.6% |
| YTD | +97.3% | +49.0% | +48.3% | +65.3% |
| 1Y | +90.1% | +42.1% | +48.0% | +66.3% |
| All | +90.1% | +42.6% | +47.5% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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