+625.6%
OKTA vs IBB
+126.4%
+499.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.0% |
| 7D | +2.6% | +1.4% | +1.2% | +1.1% |
| 30D | +16.0% | +10.5% | +5.5% | +4.5% |
| 3M | +38.2% | +23.6% | +14.5% | +11.3% |
| 6M | +137.8% | +22.6% | +115.2% | +90.0% |
| YTD | +97.3% | +25.7% | +71.6% | +53.3% |
| 1Y | +90.1% | +51.4% | +38.7% | +21.5% |
| 3Y | +98.0% | +64.4% | +33.6% | +13.3% |
| 5Y | -36.9% | +22.1% | -59.1% | -50.4% |
| All | +625.6% | +126.4% | +499.3% | +235.9% |
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 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