+546.0%
RKLB vs OKTA
-27.6%
+573.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.3% | +2.6% |
| 7D | -2.0% | -2.4% | +0.4% | -1.3% |
| 30D | -22.4% | +13.0% | -35.5% | -27.4% |
| 3M | -45.2% | +41.7% | -86.9% | -53.2% |
| 6M | -12.5% | +105.9% | -118.5% | -39.1% |
| YTD | -9.8% | +92.6% | -102.3% | -36.2% |
| 1Y | +30.0% | +81.1% | -51.1% | -5.2% |
| 3Y | +942.2% | +84.8% | +857.4% | +618.3% |
| 5Y | +236.8% | -34.4% | +271.3% | +218.3% |
| All | +546.0% | -27.6% | +573.6% | +519.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling