+119.7%
OKTA vs SOXQ
+45.5%
+74.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +1.4% |
| 7D | -14.2% | -12.1% | -2.1% | -11.9% |
| 30D | -12.5% | -22.0% | +9.6% | -8.7% |
| 3M | +29.2% | -15.6% | +44.8% | +33.2% |
| 6M | +147.3% | -2.4% | +149.7% | +148.3% |
| YTD | +120.9% | +45.4% | +75.6% | +104.9% |
| 1Y | +119.7% | +47.7% | +72.0% | +101.8% |
| All | +119.7% | +45.5% | +74.2% | +101.8% |
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