+214.8%
TER vs OKTA
+82.1%
+132.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.5% |
| 7D | +9.4% | +0.4% | +9.0% | +9.4% |
| 30D | -2.4% | +13.8% | -16.3% | -3.0% |
| 3M | +6.5% | +48.9% | -42.4% | +5.5% |
| 6M | +23.2% | +114.9% | -91.8% | +21.8% |
| YTD | +91.5% | +97.9% | -6.4% | +90.7% |
| 1Y | +214.8% | +89.7% | +125.1% | +226.3% |
| All | +214.8% | +82.1% | +132.7% | +226.3% |
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