+625.6%
OKTA vs TECH
+204.3%
+421.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | +16.0% | +0.7% | +15.3% | +15.6% |
| 3M | +38.2% | +36.3% | +1.8% | +15.0% |
| 6M | +137.8% | +25.6% | +112.2% | +100.6% |
| YTD | +97.3% | +23.7% | +73.6% | +67.2% |
| 1Y | +90.1% | +37.6% | +52.5% | +48.9% |
| 3Y | +98.0% | -6.6% | +104.6% | +79.5% |
| 5Y | -36.9% | -42.2% | +5.3% | -19.1% |
| All | +625.6% | +204.3% | +421.3% | +201.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling