+168.0%
OKTA vs GEN
+67.9%
+100.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -1.0% |
| 7D | +8.4% | +2.0% | +6.4% | +7.2% |
| 30D | -13.7% | +27.7% | -41.4% | -25.2% |
| 3M | +18.0% | +3.3% | +14.8% | +15.1% |
| 6M | +133.8% | +31.8% | +102.0% | +100.5% |
| YTD | +111.5% | +13.5% | +98.0% | +91.0% |
| 1Y | +118.3% | +16.0% | +102.3% | +95.4% |
| 3Y | +168.0% | +70.6% | +97.4% | +139.2% |
| All | +168.0% | +67.9% | +100.1% | +139.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling