+608.2%
OKTA vs GEN
+105.5%
+502.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.1% |
| 7D | -2.4% | -1.3% | -1.1% | -1.9% |
| 30D | +13.0% | +6.1% | +6.9% | +10.3% |
| 3M | +41.7% | +27.0% | +14.7% | +27.6% |
| 6M | +105.9% | +43.9% | +62.1% | +77.3% |
| YTD | +92.6% | +13.0% | +79.6% | +82.8% |
| 1Y | +81.1% | +4.0% | +77.0% | +77.5% |
| 3Y | +84.8% | +66.2% | +18.7% | +48.5% |
| 5Y | -34.4% | +23.2% | -57.6% | -42.1% |
| All | +608.2% | +105.5% | +502.7% | +364.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling