+608.2%
OKTA vs INDA
+69.5%
+538.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.2% |
| 7D | -2.4% | -2.7% | +0.3% | -0.9% |
| 30D | +13.0% | -2.8% | +15.8% | +14.7% |
| 3M | +41.7% | +1.6% | +40.1% | +40.1% |
| 6M | +105.9% | -1.4% | +107.4% | +106.8% |
| YTD | +92.6% | -10.1% | +102.7% | +103.8% |
| 1Y | +81.1% | -8.8% | +89.8% | +89.4% |
| 3Y | +84.8% | +7.6% | +77.2% | +75.8% |
| 5Y | -34.4% | +5.8% | -40.2% | -36.8% |
| All | +608.2% | +69.5% | +538.7% | +432.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling