+81.1%
OKTA vs MKSI
+142.7%
-61.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.8% | -2.9% |
| 7D | -2.4% | +2.7% | -5.1% | -2.6% |
| 30D | +13.0% | -12.8% | +25.8% | +14.3% |
| 3M | +41.7% | -22.5% | +64.2% | +43.4% |
| 6M | +105.9% | +19.4% | +86.5% | +97.7% |
| YTD | +92.6% | +67.7% | +24.8% | +68.5% |
| 1Y | +81.1% | +131.4% | -50.3% | +41.2% |
| All | +81.1% | +142.7% | -61.6% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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