-84.2%
OPEN vs OKTA
-34.4%
-49.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.1% | -5.4% | -4.1% |
| 7D | -2.9% | +5.9% | -8.8% | -6.2% |
| 30D | -13.8% | +14.6% | -28.4% | -23.4% |
| 3M | -30.9% | +44.0% | -74.9% | -46.9% |
| 6M | -40.9% | +116.7% | -157.7% | -67.2% |
| YTD | -48.5% | +99.8% | -148.3% | -70.7% |
| 1Y | -50.9% | +84.1% | -135.0% | -70.2% |
| 3Y | -20.6% | +97.7% | -118.3% | -59.7% |
| 5Y | -84.2% | -35.2% | -49.0% | -83.3% |
| All | -84.2% | -34.4% | -49.7% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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