+627.8%
OKTA vs DINO
+457.4%
+170.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.9% |
| 7D | +0.4% | +1.5% | -1.1% | +0.2% |
| 30D | +13.8% | +25.9% | -12.1% | +10.3% |
| 3M | +48.9% | +53.2% | -4.3% | +40.4% |
| 6M | +114.9% | +105.5% | +9.5% | +95.0% |
| YTD | +97.9% | +139.2% | -41.4% | +75.7% |
| 1Y | +89.7% | +117.4% | -27.7% | +70.2% |
| 3Y | +95.8% | +99.3% | -3.5% | +75.0% |
| 5Y | -32.6% | +333.0% | -365.6% | -44.4% |
| All | +627.8% | +457.4% | +170.4% | +670.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling