+608.2%
OKTA vs SYY
+104.6%
+503.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -2.9% |
| 7D | -2.4% | +3.9% | -6.4% | -3.1% |
| 30D | +13.0% | -1.7% | +14.8% | +13.3% |
| 3M | +41.7% | +5.2% | +36.5% | +40.0% |
| 6M | +105.9% | -0.2% | +106.1% | +104.5% |
| YTD | +92.6% | +15.4% | +77.2% | +84.4% |
| 1Y | +81.1% | +5.6% | +75.5% | +76.7% |
| 3Y | +84.8% | +28.9% | +56.0% | +70.4% |
| 5Y | -34.4% | +24.1% | -58.5% | -38.2% |
| All | +608.2% | +104.6% | +503.7% | +476.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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