+634.8%
OKTA vs BEN
+32.3%
+602.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.6% |
| 7D | +5.9% | +3.4% | +2.5% | +4.6% |
| 30D | +14.6% | +1.8% | +12.8% | +13.7% |
| 3M | +44.0% | +8.4% | +35.6% | +39.6% |
| 6M | +116.7% | +35.6% | +81.1% | +92.9% |
| YTD | +99.8% | +46.4% | +53.4% | +73.0% |
| 1Y | +84.1% | +46.3% | +37.7% | +59.2% |
| 3Y | +97.7% | +54.6% | +43.1% | +64.5% |
| 5Y | -35.2% | +39.4% | -74.6% | -44.9% |
| All | +634.8% | +32.3% | +602.5% | +540.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling