+9.2%
HBAN vs OKTA
+114.8%
-105.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | +1.2% |
| 7D | +2.3% | -14.2% | +16.5% | +2.6% |
| 30D | +5.0% | -12.5% | +17.5% | +5.2% |
| 3M | -7.6% | +29.2% | -36.9% | -8.3% |
| 6M | +1.3% | +147.3% | -146.1% | -3.9% |
| YTD | -4.7% | +120.9% | -125.7% | -10.5% |
| 1Y | +9.2% | +119.7% | -110.5% | +2.7% |
| All | +9.2% | +114.8% | -105.5% | +2.7% |
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