+608.2%
OKTA vs TECH
+203.0%
+405.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -2.4% | -0.4% | -2.0% | -2.2% |
| 30D | +13.0% | 0.0% | +13.1% | +13.1% |
| 3M | +41.7% | +33.7% | +8.0% | +19.2% |
| 6M | +105.9% | +34.9% | +71.0% | +67.3% |
| YTD | +92.6% | +23.2% | +69.4% | +63.5% |
| 1Y | +81.1% | +36.3% | +44.8% | +42.7% |
| 3Y | +84.8% | +2.3% | +82.6% | +56.4% |
| 5Y | -34.4% | -42.9% | +8.4% | -15.2% |
| All | +608.2% | +203.0% | +405.2% | +194.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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