+612.9%
OKTA vs RMD
+254.9%
+358.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.5% |
| 7D | +0.7% | -4.5% | +5.2% | +2.5% |
| 30D | +13.0% | +4.6% | +8.4% | +10.8% |
| 3M | +43.4% | +14.8% | +28.6% | +34.8% |
| 6M | +107.6% | -12.1% | +119.7% | +115.9% |
| YTD | +93.8% | -7.5% | +101.3% | +96.1% |
| 1Y | +80.8% | -20.1% | +100.9% | +94.8% |
| 3Y | +91.8% | +53.9% | +37.9% | +42.5% |
| 5Y | -36.4% | -22.2% | -14.2% | -34.1% |
| All | +612.9% | +254.9% | +358.0% | +217.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling