+119.7%
OKTA vs EVRG
+15.1%
+104.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +1.6% |
| 7D | -14.2% | +2.3% | -16.5% | -12.0% |
| 30D | -12.5% | +9.0% | -21.5% | -4.2% |
| 3M | +29.2% | +3.7% | +25.6% | +35.5% |
| 6M | +147.3% | +6.8% | +140.5% | +167.9% |
| YTD | +120.9% | +21.9% | +99.0% | +161.7% |
| 1Y | +119.7% | +15.8% | +103.9% | +157.8% |
| All | +119.7% | +15.1% | +104.6% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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