+90.1%
OKTA vs IAU
+24.6%
+65.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.1% |
| 7D | +2.6% | -0.5% | +3.1% | +2.6% |
| 30D | +16.0% | +4.4% | +11.6% | +16.0% |
| 3M | +38.2% | -1.1% | +39.2% | +37.6% |
| 6M | +137.8% | -13.7% | +151.5% | +135.5% |
| YTD | +97.3% | +2.7% | +94.6% | +95.5% |
| 1Y | +90.1% | +24.6% | +65.5% | +86.6% |
| All | +90.1% | +24.6% | +65.5% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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