+627.8%
OKTA vs BUD
-15.2%
+643.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.4% | -3.2% | +3.6% | +1.2% |
| 30D | +13.8% | -3.7% | +17.5% | +14.9% |
| 3M | +48.9% | -4.4% | +53.3% | +50.3% |
| 6M | +114.9% | +7.7% | +107.2% | +108.8% |
| YTD | +97.9% | +23.1% | +74.8% | +84.4% |
| 1Y | +89.7% | +33.6% | +56.0% | +72.3% |
| 3Y | +95.8% | +44.7% | +51.1% | +71.1% |
| 5Y | -32.6% | +44.9% | -77.6% | -41.5% |
| All | +627.8% | -15.2% | +643.0% | +610.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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