+608.2%
OKTA price history and return analytics
+199.0%
+409.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.8% |
| 7D | -2.4% | -1.1% | -1.3% | -1.1% |
| 30D | +13.0% | -1.0% | +14.0% | +14.7% |
| 3M | +41.7% | +3.2% | +38.5% | +36.3% |
| 6M | +105.9% | +12.5% | +93.5% | +76.4% |
| YTD | +92.6% | +14.1% | +78.5% | +61.7% |
| 1Y | +81.1% | +18.9% | +62.2% | +44.1% |
| 3Y | +84.8% | +74.1% | +10.7% | -8.7% |
| 5Y | -34.4% | +66.9% | -101.3% | -64.5% |
| All | +608.2% | +199.0% | +409.2% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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