+84.8%
OKTA vs FIVN
-55.2%
+140.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.0% | -3.2% |
| 7D | -2.4% | -7.8% | +5.4% | +0.4% |
| 30D | +13.0% | -1.7% | +14.8% | +14.4% |
| 3M | +41.7% | +47.2% | -5.5% | +22.8% |
| 6M | +105.9% | +82.7% | +23.2% | +64.9% |
| YTD | +92.6% | +52.9% | +39.6% | +61.8% |
| 1Y | +81.1% | +17.5% | +63.6% | +64.8% |
| 3Y | +84.8% | -55.8% | +140.7% | +115.8% |
| All | +84.8% | -55.2% | +140.1% | +115.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling