-25.0%
OKTA vs MNDY
-49.8%
+24.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.7% | -3.5% |
| 7D | -2.4% | -4.6% | +2.2% | -0.9% |
| 30D | +13.0% | +1.0% | +12.0% | +12.4% |
| 3M | +41.7% | +9.1% | +32.6% | +35.2% |
| 6M | +105.9% | +14.2% | +91.7% | +93.7% |
| YTD | +92.6% | -41.1% | +133.7% | +127.4% |
| 1Y | +81.1% | -54.7% | +135.8% | +133.3% |
| 3Y | +84.8% | -50.6% | +135.4% | +102.4% |
| 5Y | -34.4% | -76.7% | +42.2% | -27.7% |
| All | -25.0% | -49.8% | +24.8% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling