-23.0%
OKTA vs MNDY
-50.8%
+27.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -2.9% |
| 7D | +0.4% | -12.5% | +12.9% | +5.4% |
| 30D | +13.8% | -2.6% | +16.5% | +14.9% |
| 3M | +48.9% | +4.2% | +44.6% | +44.6% |
| 6M | +114.9% | +9.8% | +105.2% | +105.3% |
| YTD | +97.9% | -42.3% | +140.2% | +135.6% |
| 1Y | +89.7% | -54.5% | +144.2% | +144.1% |
| 3Y | +95.8% | -50.3% | +146.1% | +113.9% |
| 5Y | -32.6% | -77.1% | +44.5% | -25.1% |
| All | -23.0% | -50.8% | +27.8% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling