+612.9%
OKTA vs TRMB
+87.9%
+525.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.1% |
| 7D | +0.7% | -0.3% | +1.0% | +0.9% |
| 30D | +13.0% | -1.2% | +14.2% | +14.1% |
| 3M | +43.4% | +9.6% | +33.8% | +35.2% |
| 6M | +107.6% | -16.1% | +123.7% | +130.3% |
| YTD | +93.8% | -25.0% | +118.8% | +129.2% |
| 1Y | +80.8% | -27.7% | +108.5% | +117.7% |
| 3Y | +91.8% | +15.3% | +76.5% | +70.5% |
| 5Y | -36.4% | -37.4% | +1.0% | -20.7% |
| All | +612.9% | +87.9% | +525.0% | +466.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRMB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling