+118.3%
OKTA vs RCAT
-54.8%
+173.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.8% |
| 7D | +8.4% | -5.9% | +14.3% | +9.4% |
| 30D | -13.7% | -19.7% | +6.0% | -10.8% |
| 3M | +18.0% | -62.9% | +80.9% | +36.4% |
| 6M | +133.8% | -59.6% | +193.4% | +165.9% |
| YTD | +111.5% | -52.1% | +163.6% | +134.7% |
| 1Y | +118.3% | -50.9% | +169.2% | +139.9% |
| All | +118.3% | -54.8% | +173.1% | +139.9% |
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