+675.2%
OKTA vs IBB
+133.0%
+542.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.7% | +1.8% |
| 7D | -4.6% | -1.4% | -3.3% | -3.1% |
| 30D | -19.7% | +6.8% | -26.5% | -24.4% |
| 3M | +21.2% | +9.2% | +12.0% | +10.8% |
| 6M | +123.1% | +28.3% | +94.8% | +72.5% |
| YTD | +110.8% | +29.4% | +81.4% | +59.7% |
| 1Y | +113.0% | +33.2% | +79.8% | +56.3% |
| 3Y | +168.9% | +90.2% | +78.7% | +31.9% |
| 5Y | -28.7% | +44.0% | -72.7% | -51.8% |
| All | +675.2% | +133.0% | +542.2% | +249.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling