+119.7%
OKTA vs BLDR
-38.1%
+157.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.3% | -8.5% | +0.6% |
| 7D | -14.2% | +24.4% | -38.6% | -15.0% |
| 30D | -12.5% | +24.9% | -37.4% | -13.3% |
| 3M | +29.2% | -7.8% | +37.0% | +31.9% |
| 6M | +147.3% | -5.8% | +153.1% | +149.9% |
| YTD | +120.9% | -32.5% | +153.4% | +128.1% |
| 1Y | +119.7% | -36.7% | +156.4% | +130.4% |
| All | +119.7% | -38.1% | +157.8% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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