+608.2%
OKTA vs POET
+231.2%
+377.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.6% | -7.3% | -2.9% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | +13.0% | -10.4% | +23.4% | +13.6% |
| 3M | +41.7% | -29.3% | +71.0% | +43.5% |
| 6M | +105.9% | +6.9% | +99.1% | +96.6% |
| YTD | +92.6% | +25.6% | +67.0% | +81.2% |
| 1Y | +81.1% | +49.2% | +31.9% | +67.1% |
| 3Y | +84.8% | +128.4% | -43.6% | +56.3% |
| 5Y | -34.4% | -4.2% | -30.2% | -43.6% |
| All | +608.2% | +231.2% | +377.0% | +488.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling