+4,437.1%
SNDK vs OKTA
+68.5%
+4,368.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -3.1% |
| 7D | -6.1% | -2.4% | -3.7% | -5.7% |
| 30D | +21.5% | +13.0% | +8.5% | +18.6% |
| 3M | -13.2% | +41.7% | -54.9% | -19.1% |
| 6M | +149.2% | +105.9% | +43.3% | +112.4% |
| YTD | +588.1% | +92.6% | +495.5% | +494.0% |
| 1Y | +1,837.5% | +81.1% | +1,756.5% | +1,619.9% |
| All | +4,437.1% | +68.5% | +4,368.6% | +3,986.3% |
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