-63.0%
PINS vs OKTA
-36.4%
-26.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -0.7% |
| 7D | -5.2% | +0.7% | -5.9% | -5.5% |
| 30D | -14.9% | +13.0% | -27.9% | -20.3% |
| 3M | -8.4% | +43.4% | -51.8% | -21.9% |
| 6M | +0.6% | +107.6% | -107.0% | -28.4% |
| YTD | -22.2% | +93.8% | -116.0% | -43.9% |
| 1Y | -46.9% | +80.8% | -127.8% | -60.7% |
| 3Y | -26.9% | +91.8% | -118.7% | -51.3% |
| 5Y | -63.0% | -36.4% | -26.6% | -56.4% |
| All | -63.0% | -36.4% | -26.6% | -56.4% |
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