+81.1%
OKTA vs PPG
-0.8%
+81.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -2.7% |
| 7D | -2.4% | -6.2% | +3.8% | -2.3% |
| 30D | +13.0% | -7.9% | +21.0% | +13.1% |
| 3M | +41.7% | -10.2% | +51.9% | +41.8% |
| 6M | +105.9% | +2.7% | +103.3% | +106.3% |
| YTD | +92.6% | +4.9% | +87.7% | +83.5% |
| 1Y | +81.1% | -3.2% | +84.2% | +81.1% |
| All | +81.1% | -0.8% | +81.8% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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