+612.9%
OKTA price history and return analytics
+200.9%
+412.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | +0.7% | +1.0% | -0.3% | -0.6% |
| 30D | +13.0% | -0.2% | +13.2% | +13.6% |
| 3M | +43.4% | +4.5% | +38.9% | +35.7% |
| 6M | +107.6% | +14.1% | +93.6% | +74.7% |
| YTD | +93.8% | +14.8% | +79.1% | +61.6% |
| 1Y | +80.8% | +21.2% | +59.6% | +40.5% |
| 3Y | +91.8% | +76.6% | +15.2% | -6.9% |
| 5Y | -36.4% | +66.6% | -103.0% | -65.5% |
| All | +612.9% | +200.9% | +412.0% | +101.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling