+81.1%
OKTA vs BIDU
-16.8%
+97.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.8% |
| 7D | -2.4% | -8.1% | +5.7% | -1.2% |
| 30D | +13.0% | -12.8% | +25.9% | +14.8% |
| 3M | +41.7% | -21.3% | +63.0% | +45.2% |
| 6M | +105.9% | -27.0% | +132.9% | +110.8% |
| YTD | +92.6% | -30.0% | +122.6% | +98.1% |
| 1Y | +81.1% | -18.3% | +99.3% | +86.6% |
| All | +81.1% | -16.8% | +97.9% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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