+627.8%
OKTA vs EQIX
+205.0%
+422.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | +0.1% |
| 7D | +0.4% | -1.6% | +2.0% | +1.4% |
| 30D | +13.8% | -0.4% | +14.2% | +13.8% |
| 3M | +48.9% | -0.9% | +49.8% | +48.1% |
| 6M | +114.9% | +8.1% | +106.8% | +102.0% |
| YTD | +97.9% | +35.7% | +62.2% | +59.1% |
| 1Y | +89.7% | +34.0% | +55.7% | +53.2% |
| 3Y | +95.8% | +41.4% | +54.4% | +46.8% |
| 5Y | -32.6% | +34.0% | -66.6% | -48.5% |
| All | +627.8% | +205.0% | +422.8% | +237.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 all: compounded portfolio wealth divided by compounded EQIX 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…
all analysis · Full analysis span regression · 6 months rolling