+84.8%
OKTA vs WY
-24.8%
+109.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.7% |
| 7D | -2.4% | -4.2% | +1.8% | -1.7% |
| 30D | +13.0% | -10.1% | +23.1% | +15.1% |
| 3M | +41.7% | -8.5% | +50.2% | +43.5% |
| 6M | +105.9% | -3.3% | +109.3% | +104.2% |
| YTD | +92.6% | -4.4% | +96.9% | +89.8% |
| 1Y | +81.1% | -11.5% | +92.5% | +83.7% |
| 3Y | +84.8% | -24.3% | +109.2% | +89.1% |
| All | +84.8% | -24.8% | +109.6% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling