+272.5%
SNDK vs OKTA
+96.1%
+176.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -10.4% | -11.9% | -20.9% |
| 7D | -39.4% | -22.9% | -16.5% | -37.6% |
| 30D | -51.4% | -21.7% | -29.7% | -50.1% |
| 3M | -40.3% | +16.4% | -56.7% | -39.2% |
| 6M | -42.7% | +120.1% | -162.8% | -41.3% |
| YTD | +239.7% | +97.9% | +141.8% | +252.4% |
| 1Y | +272.5% | +96.4% | +176.0% | +292.0% |
| All | +272.5% | +96.1% | +176.4% | +292.0% |
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