+91.8%
OKTA vs BUD
+44.4%
+47.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.3% | +3.2% |
| 7D | +5.9% | -1.3% | +7.2% | +5.9% |
| 30D | +14.6% | -6.1% | +20.7% | +14.7% |
| 3M | +44.0% | -3.8% | +47.8% | +44.1% |
| 6M | +116.7% | +8.2% | +108.5% | +113.5% |
| YTD | +99.8% | +23.6% | +76.2% | +91.4% |
| 1Y | +84.1% | +33.4% | +50.6% | +73.5% |
| All | +91.8% | +44.4% | +47.3% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling