+30.8%
OKTA vs GLXY
+3.8%
+27.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -2.8% |
| 7D | -2.4% | -7.3% | +4.9% | -1.8% |
| 30D | +13.0% | +15.7% | -2.7% | +11.4% |
| 3M | +41.7% | -26.7% | +68.4% | +45.0% |
| 6M | +105.9% | +13.7% | +92.2% | +99.4% |
| YTD | +92.6% | +9.1% | +83.4% | +83.5% |
| 1Y | +81.1% | -15.5% | +96.5% | +78.0% |
| All | +30.8% | +3.8% | +27.0% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling