+84.8%
OKTA vs SOXQ
+232.9%
-148.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.4% |
| 7D | -2.4% | +0.8% | -3.2% | -2.7% |
| 30D | +13.0% | -4.6% | +17.6% | +15.1% |
| 3M | +41.7% | -10.2% | +51.9% | +45.3% |
| 6M | +105.9% | +49.7% | +56.3% | +64.9% |
| YTD | +92.6% | +67.2% | +25.3% | +44.9% |
| 1Y | +81.1% | +98.0% | -16.9% | +24.2% |
| 3Y | +84.8% | +237.2% | -152.3% | -22.5% |
| All | +84.8% | +232.9% | -148.1% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling