+608.2%
OKTA vs DINO
+458.1%
+150.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -2.4% | +2.3% | -4.7% | -2.7% |
| 30D | +13.0% | +22.6% | -9.6% | +10.0% |
| 3M | +41.7% | +55.2% | -13.5% | +33.4% |
| 6M | +105.9% | +93.8% | +12.2% | +88.2% |
| YTD | +92.6% | +139.5% | -47.0% | +70.9% |
| 1Y | +81.1% | +115.3% | -34.3% | +62.6% |
| 3Y | +84.8% | +98.8% | -14.0% | +65.2% |
| 5Y | -34.4% | +333.5% | -367.9% | -45.9% |
| All | +608.2% | +458.1% | +150.1% | +649.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling