+1,407.3%
SMCI vs OKTA
+620.5%
+786.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.0% | -3.7% |
| 7D | -1.3% | +0.4% | -1.7% | -1.5% |
| 30D | +18.3% | +13.8% | +4.5% | +12.6% |
| 3M | +27.7% | +48.9% | -21.2% | +11.6% |
| 6M | +17.6% | +114.9% | -97.4% | -8.3% |
| YTD | +27.7% | +97.9% | -70.2% | +1.2% |
| 1Y | -14.9% | +89.7% | -104.6% | -31.6% |
| 3Y | +33.2% | +95.8% | -62.6% | +4.8% |
| 5Y | +921.6% | -32.6% | +954.2% | +821.8% |
| All | +1,407.3% | +620.5% | +786.8% | +810.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling