+10.7%
SNDU vs OKTA
+136.8%
-126.1%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +0.7% | -16.5% | -15.9% |
| 7D | -48.0% | -14.2% | -33.8% | -46.1% |
| 30D | -66.4% | -12.5% | -53.9% | -65.2% |
| 3M | -58.7% | +29.2% | -88.0% | -58.7% |
| 6M | -68.6% | +147.3% | -215.9% | -68.1% |
| All | +10.7% | +136.8% | -126.1% | +8.0% |
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