+15.5%
PLD vs OKTA
-36.4%
+51.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.0% |
| 7D | -0.9% | +0.7% | -1.6% | -0.9% |
| 30D | -1.2% | +13.0% | -14.2% | -3.1% |
| 3M | -2.3% | +43.4% | -45.7% | -7.2% |
| 6M | +4.5% | +107.6% | -103.1% | -6.9% |
| YTD | +10.1% | +93.8% | -83.7% | -1.4% |
| 1Y | +25.9% | +80.8% | -54.9% | +13.6% |
| 3Y | +24.4% | +91.8% | -67.4% | +8.0% |
| 5Y | +15.5% | -36.4% | +51.8% | +5.5% |
| All | +15.5% | -36.4% | +51.8% | +5.5% |
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