+608.2%
OKTA vs IONS
+43.2%
+565.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.0% |
| 7D | -2.4% | -6.7% | +4.3% | -0.5% |
| 30D | +13.0% | -4.1% | +17.1% | +13.8% |
| 3M | +41.7% | -26.6% | +68.3% | +51.2% |
| 6M | +105.9% | -27.5% | +133.5% | +119.6% |
| YTD | +92.6% | -31.5% | +124.0% | +107.7% |
| 1Y | +81.1% | -15.3% | +96.4% | +82.3% |
| 3Y | +84.8% | +31.3% | +53.5% | +50.9% |
| 5Y | -34.4% | +50.2% | -84.7% | -50.7% |
| All | +608.2% | +43.2% | +565.0% | +350.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling