+260.6%
SNDU vs OKTA
+111.4%
+149.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +0.1% | +23.5% | +23.6% |
| 7D | +35.2% | +2.6% | +32.5% | +34.8% |
| 30D | +50.8% | +16.0% | +34.8% | +48.2% |
| 3M | -43.2% | +38.2% | -81.3% | -45.2% |
| All | +260.6% | +111.4% | +149.2% | +246.3% |
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 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 · Available span rolling