+90.1%
OKTA vs RIO
+73.7%
+16.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +2.6% | 0.0% | +2.7% | +2.6% |
| 30D | +16.0% | +4.0% | +12.1% | +15.2% |
| 3M | +38.2% | +0.1% | +38.0% | +37.6% |
| 6M | +137.8% | +12.7% | +125.1% | +131.7% |
| YTD | +97.3% | +35.6% | +61.7% | +79.1% |
| 1Y | +90.1% | +73.7% | +16.4% | +61.2% |
| All | +90.1% | +73.7% | +16.4% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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