+27.9%
WMB vs OKTA
+82.1%
-54.2%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.1% |
| 7D | -1.7% | +0.4% | -2.1% | -1.6% |
| 30D | +0.7% | +13.8% | -13.1% | +1.2% |
| 3M | +1.5% | +48.9% | -47.4% | +3.9% |
| 6M | +0.1% | +114.9% | -114.9% | +4.9% |
| YTD | +22.9% | +97.9% | -75.0% | +28.5% |
| 1Y | +27.9% | +89.7% | -61.8% | +34.7% |
| All | +27.9% | +82.1% | -54.2% | +34.7% |
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