+104.2%
OKTA vs FBTC
+59.7%
+44.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FBTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.6% |
| 7D | +0.4% | -5.8% | +6.2% | +1.7% |
| 30D | +13.8% | +21.4% | -7.6% | +9.3% |
| 3M | +48.9% | +24.5% | +24.4% | +42.0% |
| 6M | +114.9% | +9.9% | +105.1% | +109.3% |
| YTD | +97.9% | -12.0% | +109.9% | +100.7% |
| 1Y | +89.7% | -32.3% | +122.0% | +103.3% |
| All | +104.2% | +59.7% | +44.5% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FBTC.
Daily Out/Under-Performance
Portfolio return minus FBTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FBTC 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 3y: compounded portfolio wealth divided by compounded FBTC 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…
3y analysis · Full analysis span regression · 6 months rolling