+18.9%
SWKS vs OKTA
+114.8%
-95.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -2.9% |
| 7D | -4.9% | -14.2% | +9.3% | -4.9% |
| 30D | -1.2% | -12.5% | +11.3% | -1.2% |
| 3M | +24.2% | +29.2% | -5.1% | +23.5% |
| 6M | +21.5% | +147.3% | -125.9% | +14.8% |
| YTD | +33.5% | +120.9% | -87.5% | +26.8% |
| 1Y | +18.9% | +119.7% | -100.8% | +12.7% |
| All | +18.9% | +114.8% | -95.8% | +12.7% |
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 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