+107.1%
OKTA vs DOCU
+10.8%
+96.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.1% |
| 7D | -3.9% | -4.8% | +0.8% | -0.5% |
| 30D | -23.5% | +9.4% | -32.9% | -28.7% |
| 3M | +19.7% | +29.0% | -9.3% | -0.9% |
| 6M | +111.6% | +62.3% | +49.3% | +49.5% |
| YTD | +105.4% | +13.7% | +91.7% | +65.3% |
| All | +107.1% | +10.8% | +96.3% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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