+576.0%
RKLB vs OKTA
-27.1%
+603.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +3.2% |
| 7D | +5.3% | +0.7% | +4.6% | +5.0% |
| 30D | -20.5% | +13.0% | -33.5% | -25.5% |
| 3M | -42.0% | +43.4% | -85.5% | -50.7% |
| 6M | -6.0% | +107.6% | -113.7% | -34.7% |
| YTD | -5.6% | +93.8% | -99.4% | -33.3% |
| 1Y | +38.0% | +80.8% | -42.8% | +0.9% |
| 3Y | +962.4% | +91.8% | +870.6% | +621.4% |
| 5Y | +336.5% | -36.4% | +372.9% | +317.0% |
| All | +576.0% | -27.1% | +603.1% | +546.9% |
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