+119.7%
OKTA vs DINO
+105.4%
+14.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.8% | +8.5% | +1.9% |
| 7D | -14.2% | -6.6% | -7.6% | -13.3% |
| 30D | -12.5% | -9.2% | -3.2% | -11.4% |
| 3M | +29.2% | +19.2% | +10.0% | +23.8% |
| 6M | +147.3% | +47.6% | +99.8% | +125.5% |
| YTD | +120.9% | +132.2% | -11.3% | +91.9% |
| 1Y | +119.7% | +102.0% | +17.7% | +92.5% |
| All | +119.7% | +105.4% | +14.3% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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