+81.1%
OKTA vs PFG
+49.5%
+31.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.7% | -3.2% |
| 7D | -2.4% | -0.4% | -2.0% | -2.2% |
| 30D | +13.0% | +2.9% | +10.1% | +11.5% |
| 3M | +41.7% | +6.7% | +35.0% | +36.9% |
| 6M | +105.9% | +33.8% | +72.2% | +76.6% |
| YTD | +92.6% | +35.0% | +57.6% | +64.9% |
| 1Y | +81.1% | +46.4% | +34.6% | +49.3% |
| All | +81.1% | +49.5% | +31.6% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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