-33.3%
OKTA vs VIAV
+139.8%
-173.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.6% | -6.3% | -3.5% |
| 7D | -2.4% | +11.2% | -13.6% | -5.0% |
| 30D | +13.0% | -10.1% | +23.1% | +15.1% |
| 3M | +41.7% | -22.9% | +64.6% | +47.2% |
| 6M | +105.9% | +28.8% | +77.2% | +72.5% |
| YTD | +92.6% | +117.5% | -24.9% | +24.4% |
| 1Y | +81.1% | +216.1% | -135.0% | -4.5% |
| 3Y | +84.8% | +292.2% | -207.4% | -18.8% |
| All | -33.3% | +139.8% | -173.1% | -53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 5y: compounded portfolio wealth divided by compounded VIAV 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…
5y analysis · Full analysis span regression · 6 months rolling