+18.7%
HPQ vs OKTA
+90.9%
-72.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | +6.9% | +2.6% | +4.3% | +6.3% |
| 30D | +14.4% | +16.0% | -1.6% | +10.6% |
| 3M | +25.6% | +38.2% | -12.5% | +15.2% |
| 6M | +75.0% | +137.8% | -62.8% | +39.5% |
| YTD | +50.7% | +97.3% | -46.6% | +25.8% |
| 1Y | +18.7% | +90.1% | -71.5% | +0.9% |
| All | +18.7% | +90.9% | -72.2% | +0.9% |
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