-35.1%
BITO vs OKTA
+83.4%
-118.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.3% |
| 7D | -3.4% | -2.4% | -1.0% | -3.2% |
| 30D | +21.4% | +13.0% | +8.4% | +19.5% |
| 3M | +20.5% | +41.7% | -21.2% | +14.8% |
| 6M | +7.4% | +105.9% | -98.6% | -5.2% |
| YTD | -13.9% | +92.6% | -106.4% | -21.7% |
| 1Y | -35.1% | +81.1% | -116.1% | -38.4% |
| All | -35.1% | +83.4% | -118.5% | -38.4% |
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 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