+101.3%
OKTA vs PLTU
+129.7%
-28.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.4% | -0.2% |
| 7D | +0.4% | -17.7% | +18.1% | +3.7% |
| 30D | +13.8% | -12.5% | +26.3% | +16.4% |
| 3M | +48.9% | +39.5% | +9.4% | +36.7% |
| 6M | +114.9% | -7.0% | +121.9% | +109.1% |
| YTD | +97.9% | -38.1% | +135.9% | +99.8% |
| 1Y | +89.7% | -36.0% | +125.7% | +88.2% |
| All | +101.3% | +129.7% | -28.4% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling