+608.2%
OKTA vs BTI
+58.7%
+549.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.8% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | +13.0% | -1.1% | +14.1% | +13.1% |
| 3M | +41.7% | -8.8% | +50.5% | +43.5% |
| 6M | +105.9% | -4.0% | +109.9% | +105.5% |
| YTD | +92.6% | +0.4% | +92.2% | +89.5% |
| 1Y | +81.1% | +1.9% | +79.1% | +77.2% |
| 3Y | +84.8% | +108.5% | -23.7% | +48.9% |
| 5Y | -34.4% | +118.5% | -153.0% | -48.2% |
| All | +608.2% | +58.7% | +549.6% | +542.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling