+90.1%
OKTA vs SONY
-10.8%
+100.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.4% |
| 7D | +2.6% | -1.2% | +3.8% | +2.8% |
| 30D | +16.0% | +9.4% | +6.6% | +13.8% |
| 3M | +38.2% | +10.5% | +27.7% | +34.3% |
| 6M | +137.8% | +11.7% | +126.1% | +130.6% |
| YTD | +97.3% | -4.1% | +101.4% | +95.3% |
| 1Y | +90.1% | -11.8% | +101.9% | +94.5% |
| All | +90.1% | -10.8% | +100.9% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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