+673.8%
STX vs OKTA
+171.9%
+501.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | +14.6% | +8.4% | +6.2% | +13.4% |
| 30D | -26.0% | -13.7% | -12.3% | -24.4% |
| 3M | -42.6% | +18.0% | -60.6% | -43.2% |
| 6M | -35.3% | +133.8% | -169.1% | -41.1% |
| YTD | +92.5% | +111.5% | -19.0% | +76.4% |
| 1Y | +102.4% | +118.3% | -15.9% | +84.5% |
| 3Y | +673.8% | +168.0% | +505.8% | +609.7% |
| All | +673.8% | +171.9% | +501.9% | +609.7% |
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