+90.0%
OKTA vs RPRX
+116.7%
-26.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.5% |
| 7D | +0.4% | -8.0% | +8.4% | +1.5% |
| 30D | +13.8% | +2.1% | +11.8% | +13.6% |
| 3M | +48.9% | +8.2% | +40.7% | +47.1% |
| 6M | +114.9% | +28.9% | +86.1% | +107.8% |
| YTD | +97.9% | +54.1% | +43.7% | +85.6% |
| 1Y | +89.7% | +65.5% | +24.1% | +75.7% |
| All | +90.0% | +116.7% | -26.7% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 3y: compounded portfolio wealth divided by compounded RPRX 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…
3y analysis · Full analysis span regression · 6 months rolling