+119.7%
OKTA vs GEN
+20.2%
+99.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.0% | -3.2% | -1.6% |
| 7D | -14.2% | +26.9% | -41.1% | -27.3% |
| 30D | -12.5% | +38.6% | -51.1% | -30.8% |
| 3M | +29.2% | +9.7% | +19.5% | +21.9% |
| 6M | +147.3% | +58.9% | +88.4% | +74.5% |
| YTD | +120.9% | +15.3% | +105.6% | +93.7% |
| 1Y | +119.7% | +21.8% | +97.9% | +84.4% |
| All | +119.7% | +20.2% | +99.5% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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