+81.1%
OKTA vs KMX
+3.5%
+77.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.9% |
| 7D | -2.4% | -3.1% | +0.7% | -2.0% |
| 30D | +13.0% | +4.4% | +8.6% | +12.2% |
| 3M | +41.7% | +18.9% | +22.8% | +37.2% |
| 6M | +105.9% | +44.3% | +61.7% | +92.3% |
| YTD | +92.6% | +58.7% | +33.9% | +78.5% |
| 1Y | +81.1% | +0.1% | +80.9% | +68.7% |
| All | +81.1% | +3.5% | +77.6% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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