+608.2%
OKTA vs BEN
+30.5%
+577.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -2.4% | -3.1% | +0.7% | -1.3% |
| 30D | +13.0% | +0.2% | +12.9% | +12.9% |
| 3M | +41.7% | +6.8% | +34.9% | +38.0% |
| 6M | +105.9% | +38.1% | +67.8% | +82.2% |
| YTD | +92.6% | +44.3% | +48.2% | +67.6% |
| 1Y | +81.1% | +42.6% | +38.5% | +58.0% |
| 3Y | +84.8% | +52.3% | +32.5% | +54.6% |
| 5Y | -34.4% | +37.6% | -72.1% | -44.0% |
| All | +608.2% | +30.5% | +577.7% | +520.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling