+81.1%
OKTA vs DAR
+107.8%
-26.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.6% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | +13.0% | +2.6% | +10.4% | +12.9% |
| 3M | +41.7% | +14.2% | +27.5% | +39.2% |
| 6M | +105.9% | +17.2% | +88.7% | +102.9% |
| YTD | +92.6% | +80.9% | +11.7% | +88.7% |
| 1Y | +81.1% | +104.0% | -22.9% | +76.2% |
| All | +81.1% | +107.8% | -26.8% | +76.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling