+119.7%
OKTA vs DOV
+21.2%
+98.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -14.2% | +2.2% | -16.4% | -13.9% |
| 30D | -12.5% | +11.2% | -23.6% | -11.5% |
| 3M | +29.2% | +1.6% | +27.7% | +29.6% |
| 6M | +147.3% | -3.2% | +150.6% | +147.3% |
| YTD | +120.9% | +9.7% | +111.2% | +104.5% |
| 1Y | +119.7% | +20.5% | +99.1% | +81.7% |
| All | +119.7% | +21.2% | +98.5% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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