+473.8%
TEAM vs OKTA
+601.1%
-127.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +1.5% |
| 7D | -5.2% | -2.4% | -2.8% | -4.0% |
| 30D | +15.8% | +13.0% | +2.7% | +6.5% |
| 3M | +101.5% | +41.7% | +59.8% | +62.7% |
| 6M | +138.2% | +105.9% | +32.2% | +55.4% |
| YTD | +10.8% | +92.6% | -81.7% | -25.1% |
| 1Y | +1.7% | +81.1% | -79.4% | -29.2% |
| 3Y | -16.0% | +84.8% | -100.9% | -46.5% |
| 5Y | -52.7% | -34.4% | -18.3% | -52.6% |
| All | +473.8% | +601.1% | -127.3% | +148.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling