+90.1%
OKTA vs GRMN
+18.2%
+71.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.6% | -2.9% | +5.5% | +3.4% |
| 30D | +16.0% | -8.4% | +24.5% | +18.5% |
| 3M | +38.2% | +15.0% | +23.2% | +33.9% |
| 6M | +137.8% | +11.2% | +126.6% | +130.8% |
| YTD | +97.3% | +37.7% | +59.6% | +71.0% |
| 1Y | +90.1% | +18.5% | +71.6% | +72.6% |
| All | +90.1% | +18.2% | +71.9% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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