+90.1%
OKTA vs FRSH
-3.3%
+93.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.7% | +4.8% | +3.2% |
| 7D | +2.6% | -8.2% | +10.8% | +8.4% |
| 30D | +16.0% | +10.5% | +5.5% | +9.9% |
| 3M | +38.2% | +32.7% | +5.4% | +14.8% |
| 6M | +137.8% | +50.3% | +87.5% | +86.0% |
| YTD | +97.3% | +3.9% | +93.4% | +81.9% |
| 1Y | +90.1% | -2.2% | +92.3% | +79.3% |
| All | +90.1% | -3.3% | +93.5% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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