+148.6%
TE vs OKTA
+90.9%
+57.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -4.0% | +2.6% | -6.6% | -4.6% |
| 30D | -15.9% | +16.0% | -31.9% | -19.7% |
| 3M | -60.5% | +38.2% | -98.7% | -63.5% |
| 6M | -35.2% | +137.8% | -173.0% | -48.3% |
| YTD | -31.1% | +97.3% | -128.4% | -41.9% |
| 1Y | +148.6% | +90.1% | +58.5% | +116.2% |
| All | +148.6% | +90.9% | +57.8% | +116.2% |
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