+91.8%
OKTA vs PAAS
+247.3%
-155.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | +0.7% | +2.0% | -1.3% | +0.4% |
| 30D | +13.0% | -0.1% | +13.1% | +12.9% |
| 3M | +43.4% | +8.2% | +35.2% | +41.3% |
| 6M | +107.6% | -13.8% | +121.4% | +110.0% |
| YTD | +93.8% | -0.6% | +94.5% | +89.9% |
| 1Y | +80.8% | +44.0% | +36.8% | +64.8% |
| 3Y | +91.8% | +246.6% | -154.8% | +35.3% |
| All | +91.8% | +247.3% | -155.5% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling