+84.8%
OKTA vs FWONK
+44.6%
+40.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +13.0% | -7.7% | +20.8% | +16.2% |
| 3M | +41.7% | +5.7% | +36.0% | +37.9% |
| 6M | +105.9% | +13.5% | +92.5% | +94.8% |
| YTD | +92.6% | -3.0% | +95.5% | +93.8% |
| 1Y | +81.1% | -6.4% | +87.5% | +85.0% |
| 3Y | +84.8% | +43.8% | +41.0% | +53.8% |
| All | +84.8% | +44.6% | +40.2% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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