+97.2%
OKTA vs PLTU
+142.1%
-45.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -0.9% |
| 7D | +0.7% | -11.6% | +12.3% | +2.5% |
| 30D | +13.0% | -4.6% | +17.6% | +13.9% |
| 3M | +43.4% | +33.7% | +9.7% | +32.6% |
| 6M | +107.6% | -9.4% | +117.0% | +102.0% |
| YTD | +93.8% | -34.7% | +128.5% | +93.9% |
| 1Y | +80.8% | -23.2% | +104.1% | +74.9% |
| All | +97.2% | +142.1% | -45.0% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling