+98.4%
OKTA vs PLTD
-76.9%
+175.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.9% |
| 7D | -2.4% | +4.2% | -6.7% | -1.0% |
| 30D | +13.0% | +0.7% | +12.3% | +14.6% |
| 3M | +41.7% | -32.4% | +74.1% | +30.2% |
| 6M | +105.9% | -26.2% | +132.1% | +100.4% |
| YTD | +92.6% | -17.0% | +109.6% | +94.5% |
| 1Y | +81.1% | -26.7% | +107.7% | +79.9% |
| All | +98.4% | -76.9% | +175.3% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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