-9.6%
PATH vs OKTA
+107.8%
-117.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -2.3% | -6.0% | +3.7% | 0.0% |
| 30D | -4.8% | -23.2% | +18.3% | +5.3% |
| 3M | -17.7% | +18.3% | -36.0% | -25.8% |
| 6M | +18.9% | +112.6% | -93.7% | -21.9% |
| YTD | -21.7% | +106.3% | -128.0% | -46.5% |
| 1Y | -9.6% | +108.0% | -117.7% | -38.3% |
| All | -9.6% | +107.8% | -117.5% | -38.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling