+58.2%
QQQI vs OKTA
+91.8%
-33.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.2% |
| 7D | -0.3% | -2.4% | +2.1% | -0.1% |
| 30D | -0.3% | +13.0% | -13.3% | -2.2% |
| 3M | +1.3% | +41.7% | -40.4% | -3.7% |
| 6M | +11.5% | +105.9% | -94.4% | -0.7% |
| YTD | +11.3% | +92.6% | -81.3% | -0.1% |
| 1Y | +16.9% | +81.1% | -64.2% | +5.9% |
| All | +58.2% | +91.8% | -33.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 all: compounded portfolio wealth divided by compounded OKTA 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…
all analysis · Full analysis span regression · 6 months rolling