+119.7%
OKTA vs KEEL
-45.0%
+164.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +1.1% |
| 7D | -14.2% | -13.6% | -0.6% | -13.3% |
| 30D | -12.5% | -39.1% | +26.7% | -9.9% |
| 3M | +29.2% | -48.9% | +78.2% | +33.9% |
| 6M | +147.3% | -35.4% | +182.7% | +150.0% |
| YTD | +120.9% | -10.6% | +131.6% | +113.1% |
| 1Y | +119.7% | -45.3% | +165.0% | +113.6% |
| All | +119.7% | -45.0% | +164.6% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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