+119.7%
OKTA vs IBB
+42.2%
+77.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.2% |
| 7D | -14.2% | +2.2% | -16.4% | -14.7% |
| 30D | -12.5% | +6.3% | -18.8% | -14.0% |
| 3M | +29.2% | +16.3% | +12.9% | +24.0% |
| 6M | +147.3% | +30.0% | +117.4% | +131.4% |
| YTD | +120.9% | +31.1% | +89.8% | +102.6% |
| 1Y | +119.7% | +42.0% | +77.7% | +92.7% |
| All | +119.7% | +42.2% | +77.5% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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