+90.1%
OKTA vs WTW
+3.0%
+87.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.3% |
| 7D | +2.6% | -2.6% | +5.2% | +2.9% |
| 30D | +16.0% | -1.0% | +17.0% | +15.9% |
| 3M | +38.2% | +29.9% | +8.2% | +31.2% |
| 6M | +137.8% | +10.7% | +127.1% | +126.3% |
| YTD | +97.3% | +2.6% | +94.7% | +87.4% |
| 1Y | +90.1% | +2.8% | +87.4% | +81.0% |
| All | +90.1% | +3.0% | +87.1% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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