+84.8%
OKTA vs UUUU
+74.5%
+10.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.0% | +2.3% | -2.4% |
| 7D | -2.4% | -10.5% | +8.1% | -1.7% |
| 30D | +13.0% | -10.5% | +23.5% | +13.8% |
| 3M | +41.7% | -14.1% | +55.8% | +42.8% |
| 6M | +105.9% | -35.5% | +141.4% | +109.8% |
| YTD | +92.6% | -10.9% | +103.5% | +89.7% |
| 1Y | +81.1% | +3.4% | +77.7% | +72.7% |
| 3Y | +84.8% | +73.1% | +11.7% | +55.2% |
| All | +84.8% | +74.5% | +10.3% | +55.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling