+90.1%
OKTA vs HDB
-34.6%
+124.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +2.6% | +0.4% | +2.2% | +2.7% |
| 30D | +16.0% | -2.8% | +18.8% | +16.4% |
| 3M | +38.2% | -3.5% | +41.7% | +38.9% |
| 6M | +137.8% | -24.7% | +162.5% | +125.5% |
| YTD | +97.3% | -36.6% | +133.9% | +77.5% |
| 1Y | +90.1% | -34.4% | +124.5% | +72.0% |
| All | +90.1% | -34.6% | +124.7% | +72.0% |
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