+91.8%
OKTA vs GPC
-1.1%
+92.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.9% |
| 7D | +5.9% | -0.6% | +6.5% | +6.0% |
| 30D | +14.6% | +1.3% | +13.3% | +14.1% |
| 3M | +44.0% | +37.1% | +6.9% | +33.7% |
| 6M | +116.7% | +23.2% | +93.5% | +105.8% |
| YTD | +99.8% | +13.1% | +86.7% | +94.0% |
| 1Y | +84.1% | +0.9% | +83.2% | +83.2% |
| All | +91.8% | -1.1% | +92.8% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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