+46.4%
UBER vs OKTA
+90.2%
-43.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.8% |
| 7D | -5.4% | -2.4% | -3.0% | -5.1% |
| 30D | -4.9% | +13.0% | -17.9% | -7.5% |
| 3M | +3.0% | +41.7% | -38.7% | -4.6% |
| 6M | -4.4% | +105.9% | -110.3% | -19.8% |
| YTD | -12.3% | +92.6% | -104.8% | -25.8% |
| 1Y | -24.3% | +81.1% | -105.4% | -35.0% |
| 3Y | +46.4% | +84.8% | -38.4% | +22.4% |
| All | +46.4% | +90.2% | -43.8% | +22.4% |
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 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