+84.1%
OKTA vs RACE
-14.8%
+98.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.2% |
| 7D | +5.9% | -2.6% | +8.5% | +6.4% |
| 30D | +14.6% | -1.1% | +15.7% | +14.8% |
| 3M | +44.0% | +12.5% | +31.5% | +41.1% |
| 6M | +116.7% | +17.4% | +99.3% | +109.7% |
| YTD | +99.8% | +10.1% | +89.6% | +93.2% |
| 1Y | +84.1% | -15.1% | +99.2% | +80.5% |
| All | +84.1% | -14.8% | +98.8% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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