-33.3%
OKTA vs PAYC
-52.9%
+19.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.4% |
| 7D | -2.4% | -5.5% | +3.1% | +0.4% |
| 30D | +13.0% | +3.8% | +9.3% | +10.9% |
| 3M | +41.7% | +65.8% | -24.1% | +3.4% |
| 6M | +105.9% | +68.7% | +37.2% | +49.7% |
| YTD | +92.6% | +38.3% | +54.2% | +55.7% |
| 1Y | +81.1% | -2.4% | +83.4% | +76.0% |
| 3Y | +84.8% | -21.5% | +106.4% | +88.2% |
| All | -33.3% | -52.9% | +19.6% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 5y: compounded portfolio wealth divided by compounded PAYC 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…
5y analysis · Full analysis span regression · 6 months rolling