-57.3%
PINS vs OKTA
-30.2%
-27.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +0.8% |
| 7D | -9.4% | -4.6% | -4.8% | -8.0% |
| 30D | -10.2% | -19.7% | +9.5% | -4.5% |
| 3M | -19.0% | +21.2% | -40.3% | -27.3% |
| 6M | -7.4% | +123.1% | -130.5% | -36.3% |
| YTD | -25.7% | +110.8% | -136.5% | -48.9% |
| 1Y | -29.7% | +113.0% | -142.7% | -51.9% |
| 3Y | -38.1% | +168.9% | -207.0% | -64.8% |
| 5Y | -57.3% | -28.7% | -28.6% | -52.5% |
| All | -57.3% | -30.2% | -27.1% | -52.5% |
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