+90.1%
OKTA vs EQX
+42.9%
+47.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.3% |
| 7D | +2.6% | -1.4% | +4.0% | +2.7% |
| 30D | +16.0% | +24.4% | -8.4% | +13.4% |
| 3M | +38.2% | +11.6% | +26.5% | +36.2% |
| 6M | +137.8% | -25.0% | +162.8% | +138.2% |
| YTD | +97.3% | -8.4% | +105.7% | +94.3% |
| 1Y | +90.1% | +43.4% | +46.7% | +80.8% |
| All | +90.1% | +42.9% | +47.2% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 1y: compounded portfolio wealth divided by compounded EQX 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…
1y analysis · Full analysis span regression · 6 months rolling