+84.8%
OKTA vs FLNC
-62.9%
+147.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.2% | -2.9% |
| 7D | -2.4% | -4.1% | +1.7% | -2.2% |
| 30D | +13.0% | -24.8% | +37.8% | +15.7% |
| 3M | +41.7% | -59.1% | +100.8% | +51.4% |
| 6M | +105.9% | -42.0% | +147.9% | +110.7% |
| YTD | +92.6% | -49.8% | +142.4% | +96.3% |
| 1Y | +81.1% | +43.1% | +38.0% | +63.2% |
| 3Y | +84.8% | -61.0% | +145.8% | +77.0% |
| All | +84.8% | -62.9% | +147.7% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling