+81.1%
OKTA vs IONS
-14.8%
+95.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.9% |
| 7D | -2.4% | -6.7% | +4.3% | -2.9% |
| 30D | +13.0% | -4.1% | +17.1% | +12.4% |
| 3M | +41.7% | -26.6% | +68.3% | +40.4% |
| 6M | +105.9% | -27.5% | +133.5% | +102.6% |
| YTD | +92.6% | -31.5% | +124.0% | +88.2% |
| 1Y | +81.1% | -15.3% | +96.4% | +72.0% |
| All | +81.1% | -14.8% | +95.9% | +72.0% |
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