+90.1%
OKTA vs WCN
-8.7%
+98.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | +2.6% | -0.6% | +3.3% | +2.6% |
| 30D | +16.0% | +0.4% | +15.6% | +16.0% |
| 3M | +38.2% | +7.3% | +30.8% | +36.7% |
| 6M | +137.8% | -2.5% | +140.3% | +141.1% |
| YTD | +97.3% | -5.4% | +102.7% | +97.2% |
| 1Y | +90.1% | -8.5% | +98.6% | +99.4% |
| All | +90.1% | -8.7% | +98.8% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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