+91.8%
OKTA vs NDAQ
+90.0%
+1.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +3.9% | +3.6% |
| 7D | +5.9% | -1.6% | +7.4% | +6.8% |
| 30D | +14.6% | -1.5% | +16.0% | +15.5% |
| 3M | +44.0% | +8.0% | +36.0% | +36.5% |
| 6M | +116.7% | +7.7% | +109.0% | +106.7% |
| YTD | +99.8% | -2.3% | +102.1% | +101.1% |
| 1Y | +84.1% | +0.6% | +83.5% | +81.8% |
| All | +91.8% | +90.0% | +1.8% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling