-33.3%
OKTA vs DLTR
+30.4%
-63.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -2.4% | -10.1% | +7.7% | -0.6% |
| 30D | +13.0% | -8.1% | +21.2% | +14.3% |
| 3M | +41.7% | +2.9% | +38.8% | +39.7% |
| 6M | +105.9% | +4.3% | +101.6% | +101.3% |
| YTD | +92.6% | -3.9% | +96.5% | +90.5% |
| 1Y | +81.1% | +18.9% | +62.2% | +70.9% |
| 3Y | +84.8% | +1.9% | +82.9% | +76.6% |
| All | -33.3% | +30.4% | -63.7% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling