+119.7%
OKTA vs UUUU
-55.1%
+174.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +0.8% |
| 7D | -14.2% | -14.4% | +0.2% | -13.2% |
| 30D | -12.5% | -33.6% | +21.2% | -10.3% |
| 3M | +29.2% | -44.2% | +73.4% | +33.7% |
| 6M | +147.3% | -66.8% | +214.1% | +159.7% |
| YTD | +120.9% | -50.6% | +171.6% | +123.9% |
| 1Y | +119.7% | -57.8% | +177.5% | +125.9% |
| All | +119.7% | -55.1% | +174.8% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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