+81.1%
OKTA vs HDB
-33.5%
+114.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.9% | -9.6% | -2.1% |
| 7D | -2.4% | +0.7% | -3.1% | -2.2% |
| 30D | +13.0% | +1.0% | +12.0% | +13.4% |
| 3M | +41.7% | -2.0% | +43.7% | +42.9% |
| 6M | +105.9% | -18.1% | +124.0% | +99.8% |
| YTD | +92.6% | -36.1% | +128.7% | +74.2% |
| 1Y | +81.1% | -34.0% | +115.1% | +63.6% |
| All | +81.1% | -33.5% | +114.6% | +63.6% |
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