+81.1%
OKTA vs TECH
+42.2%
+38.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -2.4% | -0.4% | -2.0% | -2.3% |
| 30D | +13.0% | 0.0% | +13.1% | +13.1% |
| 3M | +41.7% | +33.7% | +8.0% | +31.8% |
| 6M | +105.9% | +34.9% | +71.0% | +87.5% |
| YTD | +92.6% | +23.2% | +69.4% | +80.1% |
| 1Y | +81.1% | +36.3% | +44.8% | +65.5% |
| All | +81.1% | +42.2% | +38.9% | +65.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling