+84.8%
OKTA vs PNC
+131.1%
-46.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | -2.4% | -0.6% | -1.8% | -2.2% |
| 30D | +13.0% | -4.4% | +17.4% | +14.9% |
| 3M | +41.7% | +5.2% | +36.5% | +38.8% |
| 6M | +105.9% | +20.6% | +85.3% | +90.4% |
| YTD | +92.6% | +19.8% | +72.8% | +78.0% |
| 1Y | +81.1% | +24.4% | +56.6% | +64.5% |
| 3Y | +84.8% | +131.2% | -46.4% | +20.5% |
| All | +84.8% | +131.1% | -46.3% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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