+925.8%
RKLB vs OKTA
+95.5%
+830.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.5% |
| 7D | -2.9% | +0.4% | -3.3% | -3.1% |
| 30D | -22.6% | +13.8% | -36.4% | -26.7% |
| 3M | -41.0% | +48.9% | -89.9% | -49.2% |
| 6M | -10.1% | +114.9% | -125.0% | -36.2% |
| YTD | -11.2% | +97.9% | -109.1% | -35.5% |
| 1Y | +34.2% | +89.7% | -55.5% | -0.2% |
| All | +925.8% | +95.5% | +830.3% | +676.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling