+91.8%
OKTA vs PTC
-10.6%
+102.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.3% | +6.3% | +5.0% |
| 7D | +5.9% | -13.6% | +19.5% | +15.1% |
| 30D | +14.6% | -14.7% | +29.2% | +26.3% |
| 3M | +44.0% | -5.9% | +49.9% | +48.1% |
| 6M | +116.7% | -21.1% | +137.8% | +150.1% |
| YTD | +99.8% | -26.0% | +125.8% | +139.1% |
| 1Y | +84.1% | -36.8% | +120.9% | +140.4% |
| All | +91.8% | -10.6% | +102.3% | +86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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