+677.8%
OKTA vs RBA
+246.6%
+431.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.1% |
| 7D | +8.4% | +1.7% | +6.7% | +7.8% |
| 30D | -13.7% | +8.3% | -22.1% | -16.3% |
| 3M | +18.0% | +10.5% | +7.5% | +13.5% |
| 6M | +133.8% | -5.9% | +139.7% | +136.3% |
| YTD | +111.5% | -6.9% | +118.3% | +113.6% |
| 1Y | +118.3% | -4.9% | +123.2% | +118.9% |
| 3Y | +168.0% | +64.5% | +103.6% | +116.9% |
| 5Y | -30.1% | +46.1% | -76.1% | -42.9% |
| All | +677.8% | +246.6% | +431.3% | +361.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling