+23.7%
WMB vs OKTA
+114.8%
-91.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.7% | -7.1% | -6.3% |
| 7D | -8.6% | -14.2% | +5.6% | -9.0% |
| 30D | -4.2% | -12.5% | +8.3% | -4.5% |
| 3M | -4.4% | +29.2% | -33.7% | -2.8% |
| 6M | -8.7% | +147.3% | -156.0% | -2.4% |
| YTD | +15.4% | +120.9% | -105.6% | +23.0% |
| 1Y | +23.7% | +119.7% | -95.9% | +31.6% |
| All | +23.7% | +114.8% | -91.0% | +31.6% |
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