+66.1%
OKTA vs KRMN
+17.6%
+48.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.6% | -5.3% | -2.8% |
| 7D | -2.4% | -11.8% | +9.4% | -1.8% |
| 30D | +13.0% | -43.0% | +56.0% | +17.2% |
| 3M | +41.7% | -28.8% | +70.5% | +44.1% |
| 6M | +105.9% | -66.3% | +172.3% | +128.1% |
| YTD | +92.6% | -51.8% | +144.3% | +95.2% |
| 1Y | +81.1% | -44.7% | +125.8% | +76.6% |
| All | +66.1% | +17.6% | +48.5% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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