+84.1%
OKTA vs LBRT
+119.0%
-34.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +2.9% |
| 7D | +5.9% | +10.2% | -4.3% | +5.4% |
| 30D | +14.6% | +4.9% | +9.7% | +13.8% |
| 3M | +44.0% | -21.2% | +65.2% | +43.7% |
| 6M | +116.7% | -19.9% | +136.7% | +115.6% |
| YTD | +99.8% | +20.8% | +79.0% | +96.6% |
| 1Y | +84.1% | +123.5% | -39.5% | +84.2% |
| All | +84.1% | +119.0% | -34.9% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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