-36.1%
HOOD vs OKTA
+114.8%
-150.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | -4.4% | -14.2% | +9.8% | +0.2% |
| 30D | -23.4% | -12.5% | -10.9% | -20.4% |
| 3M | -6.5% | +29.2% | -35.8% | -14.7% |
| 6M | +14.2% | +147.3% | -133.2% | -22.5% |
| YTD | -22.7% | +120.9% | -143.7% | -45.3% |
| 1Y | -36.1% | +119.7% | -155.8% | -54.6% |
| All | -36.1% | +114.8% | -150.9% | -54.6% |
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