+608.2%
OKTA vs FIVN
+77.3%
+530.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.0% | -3.4% |
| 7D | -2.4% | -7.8% | +5.4% | +1.5% |
| 30D | +13.0% | -1.7% | +14.8% | +14.7% |
| 3M | +41.7% | +47.2% | -5.5% | +14.1% |
| 6M | +105.9% | +82.7% | +23.2% | +45.4% |
| YTD | +92.6% | +52.9% | +39.6% | +45.8% |
| 1Y | +81.1% | +17.5% | +63.6% | +55.5% |
| 3Y | +84.8% | -55.8% | +140.7% | +140.2% |
| 5Y | -34.4% | -82.3% | +47.9% | +35.8% |
| All | +608.2% | +77.3% | +530.9% | +440.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling