+677.8%
OKTA vs DAR
+289.9%
+387.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.1% |
| 7D | +8.4% | +11.6% | -3.2% | +5.8% |
| 30D | -13.7% | -10.2% | -3.5% | -11.6% |
| 3M | +18.0% | -14.8% | +32.8% | +21.8% |
| 6M | +133.8% | -10.1% | +143.9% | +137.6% |
| YTD | +111.5% | +55.5% | +56.0% | +89.1% |
| 1Y | +118.3% | +61.7% | +56.6% | +93.1% |
| 3Y | +168.0% | +37.2% | +130.9% | +137.1% |
| 5Y | -30.1% | -26.9% | -3.1% | -28.8% |
| All | +677.8% | +289.9% | +387.9% | +347.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling