+634.8%
OKTA vs RY
+295.1%
+339.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.1% | +3.6% |
| 7D | +5.9% | -0.5% | +6.4% | +6.2% |
| 30D | +14.6% | -1.9% | +16.5% | +15.5% |
| 3M | +44.0% | +5.1% | +38.9% | +39.9% |
| 6M | +116.7% | +28.2% | +88.5% | +89.2% |
| YTD | +99.8% | +22.9% | +76.9% | +78.1% |
| 1Y | +84.1% | +45.5% | +38.6% | +49.8% |
| 3Y | +97.7% | +156.7% | -59.0% | +17.2% |
| 5Y | -35.2% | +137.7% | -172.9% | -59.4% |
| All | +634.8% | +295.1% | +339.7% | +288.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling