+117.9%
OKTA vs PLTD
-77.5%
+195.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | +1.0% |
| 7D | +8.4% | -4.8% | +13.2% | +6.6% |
| 30D | -13.7% | +16.9% | -30.6% | -7.0% |
| 3M | +18.0% | +2.6% | +15.4% | +23.3% |
| 6M | +133.8% | -36.2% | +170.1% | +121.2% |
| YTD | +111.5% | -19.4% | +130.9% | +117.0% |
| 1Y | +118.3% | -22.5% | +140.9% | +122.8% |
| All | +117.9% | -77.5% | +195.5% | +75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling