+81.1%
OKTA vs WCN
-9.1%
+90.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | -2.4% | -3.1% | +0.7% | -2.5% |
| 30D | +13.0% | -3.4% | +16.4% | +12.9% |
| 3M | +41.7% | +3.0% | +38.7% | +40.4% |
| 6M | +105.9% | -3.8% | +109.7% | +107.8% |
| YTD | +92.6% | -8.3% | +100.9% | +92.1% |
| 1Y | +81.1% | -9.7% | +90.8% | +85.2% |
| All | +81.1% | -9.1% | +90.2% | +85.2% |
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