+81.1%
OKTA vs HSY
-4.1%
+85.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -3.0% |
| 7D | -2.4% | +0.1% | -2.5% | -2.3% |
| 30D | +13.0% | -5.2% | +18.2% | +10.3% |
| 3M | +41.7% | -3.4% | +45.1% | +39.8% |
| 6M | +105.9% | -19.2% | +125.1% | +91.2% |
| YTD | +92.6% | -2.6% | +95.2% | +89.1% |
| 1Y | +81.1% | -3.8% | +84.8% | +78.5% |
| All | +81.1% | -4.1% | +85.2% | +78.5% |
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