+608.2%
OKTA vs PEG
+122.4%
+485.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -2.4% | -0.9% | -1.5% | -2.2% |
| 30D | +13.0% | -3.7% | +16.8% | +14.0% |
| 3M | +41.7% | -7.3% | +49.0% | +44.0% |
| 6M | +105.9% | -10.5% | +116.4% | +110.2% |
| YTD | +92.6% | -7.5% | +100.1% | +94.1% |
| 1Y | +81.1% | -8.7% | +89.8% | +82.9% |
| 3Y | +84.8% | +31.4% | +53.5% | +66.7% |
| 5Y | -34.4% | +37.8% | -72.2% | -42.2% |
| All | +608.2% | +122.4% | +485.8% | +429.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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