+634.8%
OKTA vs PAYC
+282.4%
+352.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +4.0% |
| 7D | +5.9% | -8.7% | +14.6% | +11.1% |
| 30D | +14.6% | +1.2% | +13.4% | +13.9% |
| 3M | +44.0% | +58.6% | -14.6% | +7.2% |
| 6M | +116.7% | +56.6% | +60.1% | +63.3% |
| YTD | +99.8% | +36.2% | +63.5% | +62.4% |
| 1Y | +84.1% | -2.2% | +86.3% | +78.6% |
| 3Y | +97.7% | -22.3% | +120.0% | +93.9% |
| 5Y | -35.2% | -53.9% | +18.7% | -12.3% |
| All | +634.8% | +282.4% | +352.4% | +167.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling