+81.1%
OKTA vs RBA
-27.6%
+108.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.8% | -6.5% | -4.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +13.0% | -2.9% | +16.0% | +14.2% |
| 3M | +41.7% | -20.9% | +62.6% | +50.9% |
| 6M | +105.9% | -17.7% | +123.6% | +115.0% |
| YTD | +92.6% | -18.2% | +110.7% | +101.9% |
| 1Y | +81.1% | -29.1% | +110.1% | +99.6% |
| All | +81.1% | -27.6% | +108.7% | +99.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling