+90.1%
OKTA vs FIVN
+27.5%
+62.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +1.1% |
| 7D | +2.6% | -2.3% | +4.9% | +3.7% |
| 30D | +16.0% | +12.4% | +3.6% | +11.2% |
| 3M | +38.2% | +36.0% | +2.1% | +22.0% |
| 6M | +137.8% | +86.0% | +51.8% | +85.1% |
| YTD | +97.3% | +65.9% | +31.4% | +59.9% |
| 1Y | +90.1% | +26.5% | +63.6% | +71.8% |
| All | +90.1% | +27.5% | +62.6% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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