-10.4%
RKT vs OKTA
+114.8%
-125.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.7% | +8.0% | +8.6% |
| 7D | +29.7% | -14.2% | +43.9% | +32.1% |
| 30D | +28.5% | -12.5% | +41.0% | +30.2% |
| 3M | +6.4% | +29.2% | -22.9% | 0.0% |
| 6M | +7.1% | +147.3% | -140.2% | -9.4% |
| YTD | -22.5% | +120.9% | -143.4% | -33.8% |
| 1Y | -10.4% | +119.7% | -130.1% | -23.4% |
| All | -10.4% | +114.8% | -125.2% | -23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling