+90.1%
OKTA vs HSY
-3.5%
+93.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | -0.4% |
| 7D | +2.6% | -3.3% | +5.9% | +1.0% |
| 30D | +16.0% | -2.8% | +18.8% | +14.5% |
| 3M | +38.2% | -4.5% | +42.6% | +35.6% |
| 6M | +137.8% | -24.2% | +162.0% | +117.7% |
| YTD | +97.3% | -2.7% | +100.0% | +93.2% |
| 1Y | +90.1% | -3.7% | +93.8% | +87.8% |
| All | +90.1% | -3.5% | +93.6% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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