-5.3%
SYK vs OKTA
+96.1%
-101.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -10.4% | +9.1% | -1.8% |
| 7D | +7.5% | -22.9% | +30.3% | +6.2% |
| 30D | +20.4% | -21.7% | +42.2% | +19.2% |
| 3M | -0.3% | +16.4% | -16.7% | +1.1% |
| 6M | +14.2% | +120.1% | -106.0% | +19.6% |
| YTD | -3.8% | +97.9% | -101.8% | +1.6% |
| 1Y | -5.3% | +96.4% | -101.7% | +0.2% |
| All | -5.3% | +96.1% | -101.4% | +0.2% |
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