+119.7%
OKTA vs POET
-21.9%
+141.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +1.0% |
| 7D | -14.2% | -16.4% | +2.2% | -13.3% |
| 30D | -12.5% | -37.5% | +25.0% | -10.4% |
| 3M | +29.2% | -43.1% | +72.3% | +32.7% |
| 6M | +147.3% | -31.4% | +178.7% | +143.2% |
| YTD | +120.9% | -22.9% | +143.9% | +98.2% |
| 1Y | +119.7% | -18.0% | +137.7% | +92.6% |
| All | +119.7% | -21.9% | +141.6% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 1y: compounded portfolio wealth divided by compounded POET 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…
1y analysis · Full analysis span regression · 6 months rolling