+103.2%
OKTA vs PLTU
+140.2%
-37.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.2% |
| 7D | +5.9% | -0.8% | +6.6% | +5.8% |
| 30D | +14.6% | -8.8% | +23.4% | +16.3% |
| 3M | +44.0% | +41.7% | +2.3% | +31.9% |
| 6M | +116.7% | -9.3% | +126.0% | +110.9% |
| YTD | +99.8% | -35.2% | +135.0% | +100.1% |
| 1Y | +84.1% | -29.5% | +113.5% | +80.0% |
| All | +103.2% | +140.2% | -37.0% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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