+30.1%
PCAR vs OKTA
+90.9%
-60.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.2% |
| 7D | -0.5% | +2.6% | -3.1% | -0.5% |
| 30D | -6.2% | +16.0% | -22.3% | -5.8% |
| 3M | +5.9% | +38.2% | -32.3% | +6.4% |
| 6M | +0.4% | +137.8% | -137.4% | 0.0% |
| YTD | +14.8% | +97.3% | -82.5% | +16.4% |
| 1Y | +30.1% | +90.1% | -60.0% | +32.7% |
| All | +30.1% | +90.9% | -60.8% | +32.7% |
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