+119.7%
OKTA vs RY
+46.4%
+73.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.0% | -2.3% | +0.5% |
| 7D | -14.2% | +2.5% | -16.6% | -14.3% |
| 30D | -12.5% | +8.4% | -20.9% | -12.9% |
| 3M | +29.2% | +1.2% | +28.0% | +29.5% |
| 6M | +147.3% | +19.4% | +128.0% | +138.1% |
| YTD | +120.9% | +25.4% | +95.5% | +108.3% |
| 1Y | +119.7% | +46.7% | +73.0% | +79.5% |
| All | +119.7% | +46.4% | +73.3% | +79.5% |
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