-7.5%
PAYX vs OKTA
+90.9%
-98.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -4.2% | +2.6% | -6.8% | -4.6% |
| 30D | +2.9% | +16.0% | -13.1% | 0.0% |
| 3M | +23.6% | +38.2% | -14.5% | +15.3% |
| 6M | +30.0% | +137.8% | -107.8% | +4.8% |
| YTD | +12.2% | +97.3% | -85.1% | -6.3% |
| 1Y | -7.5% | +90.1% | -97.6% | -23.8% |
| All | -7.5% | +90.9% | -98.3% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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