+12.5%
RIVN vs OKTA
+114.8%
-102.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.7% | +5.1% | +5.6% |
| 7D | +20.5% | -14.2% | +34.7% | +23.9% |
| 30D | -3.7% | -12.5% | +8.8% | -1.7% |
| 3M | -10.8% | +29.2% | -40.0% | -18.3% |
| 6M | -3.1% | +147.3% | -150.4% | -28.5% |
| YTD | -28.7% | +120.9% | -149.6% | -43.0% |
| 1Y | +12.5% | +119.7% | -107.2% | -9.8% |
| All | +12.5% | +114.8% | -102.3% | -9.8% |
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