+90.1%
OKTA vs RY
+46.1%
+44.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | +2.6% | +3.1% | -0.5% | +2.1% |
| 30D | +16.0% | -0.3% | +16.3% | +16.4% |
| 3M | +38.2% | +8.7% | +29.5% | +34.6% |
| 6M | +137.8% | +28.5% | +109.3% | +118.0% |
| YTD | +97.3% | +25.1% | +72.2% | +83.2% |
| 1Y | +90.1% | +46.3% | +43.8% | +58.2% |
| All | +90.1% | +46.1% | +44.0% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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