+90.1%
OKTA vs DHI
-16.9%
+107.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | +0.2% |
| 7D | +2.6% | -3.1% | +5.8% | +2.9% |
| 30D | +16.0% | -5.5% | +21.5% | +16.6% |
| 3M | +38.2% | -2.2% | +40.4% | +37.7% |
| 6M | +137.8% | -6.0% | +143.8% | +135.5% |
| YTD | +97.3% | 0.0% | +97.3% | +93.3% |
| 1Y | +90.1% | -18.2% | +108.3% | +95.4% |
| All | +90.1% | -16.9% | +107.0% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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