+90.1%
OKTA vs IQV
+46.0%
+44.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.6% |
| 7D | +2.6% | +2.3% | +0.3% | +1.9% |
| 30D | +16.0% | +13.4% | +2.6% | +11.1% |
| 3M | +38.2% | +43.3% | -5.1% | +19.7% |
| 6M | +137.8% | +50.5% | +87.3% | +101.1% |
| YTD | +97.3% | +18.8% | +78.5% | +84.8% |
| 1Y | +90.1% | +45.5% | +44.6% | +68.6% |
| All | +90.1% | +46.0% | +44.1% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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