+218.0%
PLD vs OKTA
+647.7%
-429.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.4% | +2.2% |
| 7D | +0.7% | -3.9% | +4.6% | +1.1% |
| 30D | +0.8% | -23.5% | +24.3% | +3.8% |
| 3M | -6.1% | +19.7% | -25.8% | -9.3% |
| 6M | -8.0% | +111.6% | -119.7% | -18.9% |
| YTD | +4.7% | +105.4% | -100.7% | -8.2% |
| 1Y | +7.2% | +108.4% | -101.2% | -6.3% |
| 3Y | +39.2% | +167.8% | -128.6% | +14.0% |
| 5Y | +1.9% | -33.8% | +35.7% | -3.9% |
| All | +218.0% | +647.7% | -429.7% | +143.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling