+608.2%
OKTA vs SONY
+291.4%
+316.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.6% |
| 7D | -2.4% | -2.7% | +0.3% | -1.0% |
| 30D | +13.0% | +1.5% | +11.5% | +11.6% |
| 3M | +41.7% | +13.0% | +28.7% | +31.2% |
| 6M | +105.9% | +11.2% | +94.7% | +90.8% |
| YTD | +92.6% | -6.6% | +99.2% | +96.2% |
| 1Y | +81.1% | -18.1% | +99.2% | +97.6% |
| 3Y | +84.8% | +42.1% | +42.8% | +38.2% |
| 5Y | -34.4% | +11.0% | -45.5% | -43.1% |
| All | +608.2% | +291.4% | +316.8% | +231.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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