+81.1%
OKTA vs RMD
-18.7%
+99.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.8% |
| 7D | -2.4% | -4.4% | +2.0% | -3.3% |
| 30D | +13.0% | -3.1% | +16.2% | +12.5% |
| 3M | +41.7% | +13.8% | +27.9% | +48.6% |
| 6M | +105.9% | -8.6% | +114.5% | +115.6% |
| YTD | +92.6% | -8.6% | +101.2% | +100.7% |
| 1Y | +81.1% | -19.7% | +100.7% | +96.5% |
| All | +81.1% | -18.7% | +99.8% | +96.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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