+119.7%
OKTA vs HDB
-32.8%
+152.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.6% | -4.8% | +1.8% |
| 7D | -14.2% | +12.9% | -27.1% | -12.0% |
| 30D | -12.5% | +10.0% | -22.5% | -10.7% |
| 3M | +29.2% | +1.8% | +27.4% | +32.0% |
| 6M | +147.3% | -2.1% | +149.4% | +152.1% |
| YTD | +120.9% | -33.4% | +154.4% | +101.5% |
| 1Y | +119.7% | -32.9% | +152.5% | +100.4% |
| All | +119.7% | -32.8% | +152.5% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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