+89.7%
OKTA vs RCAT
-7.4%
+97.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +0.4% | -5.4% | +5.8% | +1.1% |
| 30D | +13.8% | -24.2% | +38.0% | +17.8% |
| 3M | +48.9% | -25.8% | +74.7% | +53.3% |
| 6M | +114.9% | -44.9% | +159.9% | +125.6% |
| YTD | +97.9% | +1.9% | +96.0% | +95.9% |
| 1Y | +89.7% | -5.2% | +94.8% | +91.1% |
| All | +89.7% | -7.4% | +97.1% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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