+84.8%
OKTA vs IAU
+123.7%
-38.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.8% |
| 7D | -2.4% | -2.0% | -0.4% | -2.1% |
| 30D | +13.0% | -1.5% | +14.6% | +13.3% |
| 3M | +41.7% | +3.3% | +38.4% | +41.1% |
| 6M | +105.9% | -16.2% | +122.2% | +109.9% |
| YTD | +92.6% | +0.7% | +91.9% | +88.2% |
| 1Y | +81.1% | +19.2% | +61.8% | +67.9% |
| 3Y | +84.8% | +124.4% | -39.6% | +25.8% |
| All | +84.8% | +123.7% | -38.8% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling