+608.2%
OKTA vs IBB
+116.8%
+491.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.8% |
| 7D | -2.4% | -4.2% | +1.8% | +1.7% |
| 30D | +13.0% | +1.1% | +11.9% | +10.9% |
| 3M | +41.7% | +19.0% | +22.7% | +18.2% |
| 6M | +105.9% | +18.9% | +87.1% | +70.1% |
| YTD | +92.6% | +20.3% | +72.2% | +56.0% |
| 1Y | +81.1% | +41.5% | +39.6% | +23.6% |
| 3Y | +84.8% | +60.3% | +24.6% | +8.1% |
| 5Y | -34.4% | +18.7% | -53.2% | -47.1% |
| All | +608.2% | +116.8% | +491.5% | +241.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling