+90.1%
OKTA vs SOXQ
+111.3%
-21.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.3% | -0.6% |
| 7D | +2.6% | +2.3% | +0.3% | +2.2% |
| 30D | +16.0% | -2.3% | +18.3% | +16.5% |
| 3M | +38.2% | -13.8% | +51.9% | +40.1% |
| 6M | +137.8% | +48.6% | +89.2% | +112.1% |
| YTD | +97.3% | +66.0% | +31.3% | +68.2% |
| 1Y | +90.1% | +107.9% | -17.8% | +46.3% |
| All | +90.1% | +111.3% | -21.2% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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