+119.7%
OKTA vs LUNR
-9.9%
+129.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.2% | +6.0% | +1.2% |
| 7D | -14.2% | -14.3% | +0.1% | -13.1% |
| 30D | -12.5% | -30.5% | +18.0% | -10.2% |
| 3M | +29.2% | -28.9% | +58.1% | +31.9% |
| 6M | +147.3% | -60.8% | +208.2% | +154.1% |
| YTD | +120.9% | -38.8% | +159.8% | +115.8% |
| 1Y | +119.7% | -4.5% | +124.2% | +103.7% |
| All | +119.7% | -9.9% | +129.5% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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