-27.5%
IBIT vs OKTA
+90.9%
-118.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +3.0% | +2.6% | +0.4% | +2.7% |
| 30D | +23.1% | +16.0% | +7.1% | +20.8% |
| 3M | +25.6% | +38.2% | -12.6% | +20.1% |
| 6M | +9.1% | +137.8% | -128.7% | -8.6% |
| YTD | -8.9% | +97.3% | -106.2% | -17.3% |
| 1Y | -27.5% | +90.1% | -117.6% | -32.1% |
| All | -27.5% | +90.9% | -118.3% | -32.1% |
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