+84.8%
OKTA vs TD
+127.3%
-42.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -3.0% |
| 7D | -2.4% | -0.5% | -1.9% | -2.2% |
| 30D | +13.0% | -1.9% | +14.9% | +13.9% |
| 3M | +41.7% | +4.8% | +36.9% | +38.8% |
| 6M | +105.9% | +28.0% | +78.0% | +83.5% |
| YTD | +92.6% | +30.3% | +62.3% | +69.7% |
| 1Y | +81.1% | +59.8% | +21.3% | +43.7% |
| 3Y | +84.8% | +124.7% | -39.9% | +23.9% |
| All | +84.8% | +127.3% | -42.5% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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