+26.6%
PCAR vs OKTA
+83.8%
-57.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -0.5% |
| 7D | -0.2% | +5.9% | -6.1% | -0.1% |
| 30D | -6.9% | +14.6% | -21.5% | -6.5% |
| 3M | +2.1% | +44.0% | -41.9% | +2.6% |
| 6M | +1.6% | +116.7% | -115.1% | +1.8% |
| YTD | +12.2% | +99.8% | -87.5% | +13.7% |
| All | +26.6% | +83.8% | -57.2% | +29.0% |
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