+119.7%
OKTA vs BBIO
+26.8%
+92.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.2% | -4.5% | +0.5% |
| 7D | -14.2% | +10.0% | -24.2% | -14.5% |
| 30D | -12.5% | +17.8% | -30.2% | -13.1% |
| 3M | +29.2% | -5.1% | +34.3% | +30.1% |
| 6M | +147.3% | +12.9% | +134.4% | +147.7% |
| YTD | +120.9% | +1.8% | +119.1% | +120.2% |
| 1Y | +119.7% | +26.9% | +92.8% | +106.4% |
| All | +119.7% | +26.8% | +92.9% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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