-33.3%
OKTA vs BLDR
+10.9%
-44.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.4% | -5.1% | -3.5% |
| 7D | -2.4% | -8.2% | +5.8% | +0.5% |
| 30D | +13.0% | -16.6% | +29.7% | +20.0% |
| 3M | +41.7% | -23.2% | +64.9% | +52.9% |
| 6M | +105.9% | -33.7% | +139.7% | +131.9% |
| YTD | +92.6% | -41.3% | +133.9% | +123.9% |
| 1Y | +81.1% | -58.8% | +139.9% | +142.4% |
| 3Y | +84.8% | -57.5% | +142.3% | +115.5% |
| All | -33.3% | +10.9% | -44.2% | -56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling