+90.1%
OKTA vs SSNC
-3.0%
+93.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.9% |
| 7D | +2.6% | +0.6% | +2.0% | +2.2% |
| 30D | +16.0% | +6.0% | +10.0% | +11.5% |
| 3M | +38.2% | +21.0% | +17.2% | +20.0% |
| 6M | +137.8% | +12.1% | +125.7% | +117.5% |
| YTD | +97.3% | -3.2% | +100.5% | +95.5% |
| 1Y | +90.1% | -4.4% | +94.5% | +88.8% |
| All | +90.1% | -3.0% | +93.1% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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