+119.7%
OKTA vs EXR
+28.1%
+91.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | +2.2% |
| 7D | -14.2% | +11.3% | -25.5% | -9.7% |
| 30D | -12.5% | +21.2% | -33.6% | -4.5% |
| 3M | +29.2% | +8.7% | +20.5% | +35.2% |
| 6M | +147.3% | +18.2% | +129.1% | +167.3% |
| YTD | +120.9% | +27.9% | +93.0% | +132.0% |
| 1Y | +119.7% | +28.3% | +91.3% | +129.1% |
| All | +119.7% | +28.1% | +91.6% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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