+627.8%
OKTA vs UUUU
+561.7%
+66.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | 0.0% |
| 7D | +0.4% | -5.0% | +5.4% | +1.2% |
| 30D | +13.8% | -7.8% | +21.6% | +15.0% |
| 3M | +48.9% | -0.4% | +49.3% | +47.9% |
| 6M | +114.9% | -32.9% | +147.8% | +123.6% |
| YTD | +97.9% | -6.3% | +104.1% | +90.3% |
| 1Y | +89.7% | +7.9% | +81.8% | +72.8% |
| 3Y | +95.8% | +85.2% | +10.6% | +49.9% |
| 5Y | -32.6% | +97.0% | -129.6% | -50.6% |
| All | +627.8% | +561.7% | +66.2% | +269.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling