-84.1%
RIVN vs OKTA
-35.3%
-48.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -2.2% |
| 7D | +2.5% | +5.9% | -3.3% | +0.1% |
| 30D | -2.3% | +14.6% | -16.9% | -9.3% |
| 3M | +1.7% | +44.0% | -42.2% | -14.2% |
| 6M | +0.9% | +116.7% | -115.9% | -31.2% |
| YTD | -18.8% | +99.8% | -118.6% | -42.9% |
| 1Y | +14.8% | +84.1% | -69.2% | -16.6% |
| 3Y | -30.7% | +97.7% | -128.4% | -55.7% |
| All | -84.1% | -35.3% | -48.8% | -83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling