+119.7%
OKTA vs FLNC
-69.0%
+188.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.2% | -9.5% | -0.3% |
| 7D | -14.2% | -2.1% | -12.1% | -14.1% |
| 30D | -12.5% | -20.8% | +8.3% | -10.9% |
| 3M | +29.2% | -61.3% | +90.6% | +38.4% |
| 6M | +147.3% | -50.9% | +198.2% | +162.8% |
| YTD | +120.9% | -69.4% | +190.3% | +135.0% |
| 1Y | +119.7% | -68.4% | +188.1% | +131.6% |
| All | +119.7% | -69.0% | +188.6% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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