+91.8%
OKTA vs CBRE
+63.2%
+28.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +3.8% |
| 7D | +5.9% | -1.7% | +7.6% | +6.5% |
| 30D | +14.6% | -3.0% | +17.5% | +15.3% |
| 3M | +44.0% | +2.6% | +41.4% | +40.8% |
| 6M | +116.7% | +2.0% | +114.7% | +111.6% |
| YTD | +99.8% | -13.1% | +112.9% | +108.7% |
| 1Y | +84.1% | -13.8% | +97.9% | +92.7% |
| All | +91.8% | +63.2% | +28.6% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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