+119.7%
OKTA vs SSNC
-3.9%
+123.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.7% |
| 7D | -14.2% | -1.1% | -13.1% | -13.7% |
| 30D | -12.5% | +0.6% | -13.1% | -15.0% |
| 3M | +29.2% | -1.5% | +30.7% | +27.6% |
| 6M | +147.3% | +15.8% | +131.5% | +113.5% |
| YTD | +120.9% | -8.0% | +128.9% | +128.8% |
| 1Y | +119.7% | -5.8% | +125.5% | +122.8% |
| All | +119.7% | -3.9% | +123.6% | +122.8% |
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