+90.1%
OKTA vs FLNC
+53.3%
+36.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | 0.0% |
| 7D | +2.6% | -4.9% | +7.5% | +3.0% |
| 30D | +16.0% | -27.3% | +43.3% | +18.4% |
| 3M | +38.2% | -61.9% | +100.0% | +45.6% |
| 6M | +137.8% | -34.5% | +172.3% | +142.6% |
| YTD | +97.3% | -47.7% | +145.0% | +101.2% |
| 1Y | +90.1% | +53.3% | +36.8% | +93.6% |
| All | +90.1% | +53.3% | +36.8% | +93.6% |
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