+81.1%
OKTA vs BTG
+25.2%
+55.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.7% |
| 7D | -2.4% | -3.8% | +1.3% | -2.1% |
| 30D | +13.0% | +3.6% | +9.4% | +12.8% |
| 3M | +41.7% | +32.0% | +9.7% | +38.7% |
| 6M | +105.9% | +3.4% | +102.6% | +103.7% |
| YTD | +92.6% | +20.8% | +71.8% | +89.6% |
| 1Y | +81.1% | +22.4% | +58.6% | +73.2% |
| All | +81.1% | +25.2% | +55.8% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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