+119.7%
OKTA vs ONTO
+46.1%
+73.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.7% | +9.4% | +1.4% |
| 7D | -14.2% | -17.4% | +3.2% | -13.1% |
| 30D | -12.5% | -43.2% | +30.7% | -10.5% |
| 3M | +29.2% | -35.7% | +65.0% | +31.7% |
| 6M | +147.3% | -38.3% | +185.6% | +152.0% |
| YTD | +120.9% | +17.1% | +103.9% | +107.0% |
| 1Y | +119.7% | +43.1% | +76.5% | +97.0% |
| All | +119.7% | +46.1% | +73.6% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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