+84.8%
OKTA vs SU
+120.0%
-35.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.7% |
| 7D | -2.4% | +2.2% | -4.6% | -2.7% |
| 30D | +13.0% | +8.4% | +4.6% | +11.9% |
| 3M | +41.7% | +12.1% | +29.6% | +39.7% |
| 6M | +105.9% | +19.7% | +86.3% | +99.8% |
| YTD | +92.6% | +58.4% | +34.1% | +77.5% |
| 1Y | +81.1% | +67.2% | +13.8% | +64.8% |
| 3Y | +84.8% | +125.0% | -40.2% | +57.4% |
| All | +84.8% | +120.0% | -35.1% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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