+90.1%
OKTA vs BNS
+52.2%
+37.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | +2.6% | +1.5% | +1.1% | +2.7% |
| 30D | +16.0% | +6.0% | +10.1% | +16.0% |
| 3M | +38.2% | +16.3% | +21.8% | +38.6% |
| 6M | +137.8% | +28.8% | +109.0% | +136.2% |
| YTD | +97.3% | +30.0% | +67.3% | +95.8% |
| 1Y | +90.1% | +50.7% | +39.4% | +68.0% |
| All | +90.1% | +52.2% | +37.9% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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