+119.7%
OKTA vs IONS
-44.5%
+164.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.7% |
| 7D | -14.2% | -10.6% | -3.6% | -14.8% |
| 30D | -12.5% | -7.7% | -4.8% | -12.8% |
| 3M | +29.2% | -27.1% | +56.3% | +24.9% |
| 6M | +147.3% | -46.8% | +194.1% | +137.2% |
| YTD | +120.9% | -49.2% | +170.2% | +109.0% |
| 1Y | +119.7% | -44.9% | +164.6% | +106.2% |
| All | +119.7% | -44.5% | +164.2% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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