-32.7%
IBIT vs OKTA
+83.4%
-116.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.5% |
| 7D | -3.2% | -2.4% | -0.8% | -3.0% |
| 30D | +22.0% | +13.0% | +8.9% | +20.0% |
| 3M | +21.4% | +41.7% | -20.3% | +15.6% |
| 6M | +9.2% | +105.9% | -96.7% | -3.6% |
| YTD | -11.8% | +92.6% | -104.4% | -19.9% |
| 1Y | -32.7% | +81.1% | -113.7% | -36.2% |
| All | -32.7% | +83.4% | -116.1% | -36.2% |
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