-84.1%
RIVN vs OKTA
-37.6%
-46.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.9% |
| 7D | +1.8% | -2.4% | +4.2% | +2.7% |
| 30D | +0.6% | +13.0% | -12.4% | -6.1% |
| 3M | +3.2% | +41.7% | -38.5% | -12.6% |
| 6M | -3.7% | +105.9% | -109.7% | -32.9% |
| YTD | -18.7% | +92.6% | -111.2% | -41.9% |
| 1Y | +14.7% | +81.1% | -66.3% | -16.2% |
| 3Y | -31.5% | +84.8% | -116.4% | -54.9% |
| All | -84.1% | -37.6% | -46.5% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling