+130.9%
OKTA vs LTH
+40.2%
+90.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.3% | -0.8% |
| 7D | +6.6% | -4.6% | +11.3% | +5.6% |
| 30D | -19.4% | +14.8% | -34.2% | -15.2% |
| 3M | +23.9% | +3.9% | +20.0% | +25.3% |
| 6M | +130.9% | +35.5% | +95.4% | +183.0% |
| All | +130.9% | +40.2% | +90.7% | +183.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 6mo: compounded portfolio wealth divided by compounded LTH 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…
6mo analysis · Full analysis span regression · 6 months rolling