+634.8%
OKTA vs PAAS
+229.8%
+405.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.7% | +2.4% |
| 7D | +5.9% | +2.6% | +3.2% | +5.4% |
| 30D | +14.6% | +2.5% | +12.1% | +13.8% |
| 3M | +44.0% | +15.1% | +28.9% | +39.6% |
| 6M | +116.7% | -12.1% | +128.8% | +118.8% |
| YTD | +99.8% | +3.1% | +96.7% | +93.9% |
| 1Y | +84.1% | +50.8% | +33.2% | +64.5% |
| 3Y | +97.7% | +259.5% | -161.8% | +42.6% |
| 5Y | -35.2% | +126.3% | -161.5% | -50.4% |
| All | +634.8% | +229.8% | +405.0% | +436.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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