+612.9%
OKTA vs BLDR
+316.4%
+296.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -0.5% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | +13.0% | -16.2% | +29.2% | +17.9% |
| 3M | +43.4% | -14.4% | +57.8% | +47.6% |
| 6M | +107.6% | -32.8% | +140.4% | +125.9% |
| YTD | +93.8% | -39.2% | +133.0% | +114.8% |
| 1Y | +80.8% | -57.7% | +138.5% | +120.5% |
| 3Y | +91.8% | -55.3% | +147.1% | +119.2% |
| 5Y | -36.4% | +15.6% | -52.0% | -43.8% |
| All | +612.9% | +316.4% | +296.5% | +328.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling