-4.0%
SYK vs OKTA
+118.9%
-122.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.7% | +8.6% | +9.4% |
| 7D | +11.7% | -14.2% | +25.9% | +10.9% |
| 30D | +19.1% | -12.5% | +31.6% | +18.5% |
| 3M | +1.4% | +29.2% | -27.8% | +3.3% |
| 6M | +17.4% | +147.3% | -129.9% | +23.7% |
| YTD | -2.5% | +120.9% | -123.5% | +3.5% |
| All | -4.0% | +118.9% | -122.9% | +2.1% |
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