+608.2%
OKTA vs NDAQ
+361.4%
+246.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.3% |
| 7D | -2.4% | -5.6% | +3.2% | +1.4% |
| 30D | +13.0% | -4.4% | +17.4% | +16.5% |
| 3M | +41.7% | +5.9% | +35.8% | +34.6% |
| 6M | +105.9% | +7.7% | +98.2% | +94.4% |
| YTD | +92.6% | -5.2% | +97.7% | +97.6% |
| 1Y | +81.1% | -3.4% | +84.4% | +82.7% |
| 3Y | +84.8% | +85.6% | -0.8% | +15.6% |
| 5Y | -34.4% | +49.5% | -83.9% | -52.5% |
| All | +608.2% | +361.4% | +246.8% | +139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling