+55.2%
OKTA vs ONTO
+696.1%
-640.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.6% | -7.3% | -4.0% |
| 7D | -2.4% | +4.9% | -7.3% | -3.9% |
| 30D | +13.0% | -16.6% | +29.7% | +18.5% |
| 3M | +41.7% | -7.3% | +49.0% | +39.4% |
| 6M | +105.9% | +45.9% | +60.0% | +70.0% |
| YTD | +92.6% | +78.2% | +14.4% | +46.4% |
| 1Y | +81.1% | +159.8% | -78.8% | +18.8% |
| 3Y | +84.8% | +123.4% | -38.6% | +9.5% |
| 5Y | -34.4% | +265.8% | -300.2% | -69.0% |
| All | +55.2% | +696.1% | -640.8% | -46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling