+167.1%
OKTA vs IBB
+91.0%
+76.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +1.9% |
| 7D | -4.6% | -1.4% | -3.3% | -3.6% |
| 30D | -19.7% | +6.8% | -26.5% | -22.4% |
| 3M | +21.2% | +9.2% | +12.0% | +15.2% |
| 6M | +123.1% | +28.3% | +94.8% | +91.9% |
| YTD | +110.8% | +29.4% | +81.4% | +78.8% |
| 1Y | +113.0% | +33.2% | +79.8% | +76.7% |
| All | +167.1% | +91.0% | +76.1% | +58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling