+81.1%
OKTA vs IBB
+44.5%
+36.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -2.4% | -4.2% | +1.8% | -1.2% |
| 30D | +13.0% | +1.1% | +11.9% | +12.6% |
| 3M | +41.7% | +19.0% | +22.7% | +34.4% |
| 6M | +105.9% | +18.9% | +87.1% | +93.3% |
| YTD | +92.6% | +20.3% | +72.2% | +78.3% |
| 1Y | +81.1% | +41.5% | +39.6% | +50.9% |
| All | +81.1% | +44.5% | +36.6% | +50.9% |
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