-53.6%
BSX vs OKTA
+114.8%
-168.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.3% |
| 7D | +8.0% | -14.2% | +22.2% | +7.8% |
| 30D | +8.1% | -12.5% | +20.5% | +8.0% |
| 3M | -6.7% | +29.2% | -35.9% | -6.2% |
| 6M | -19.4% | +147.3% | -166.7% | -19.3% |
| YTD | -51.9% | +120.9% | -172.9% | -51.8% |
| 1Y | -53.6% | +119.7% | -173.3% | -53.5% |
| All | -53.6% | +114.8% | -168.4% | -53.5% |
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