-37.6%
SMCI vs OKTA
+114.8%
-152.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.7% | -6.4% | -5.9% |
| 7D | -17.3% | -14.2% | -3.1% | -13.9% |
| 30D | -31.5% | -12.5% | -19.0% | -29.0% |
| 3M | -6.6% | +29.2% | -35.8% | -12.9% |
| 6M | +6.0% | +147.3% | -141.3% | -20.7% |
| YTD | +1.1% | +120.9% | -119.8% | -22.8% |
| 1Y | -37.6% | +119.7% | -157.2% | -52.2% |
| All | -37.6% | +114.8% | -152.3% | -52.2% |
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