+608.2%
OKTA vs DOV
+236.7%
+371.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.1% |
| 7D | -2.4% | -2.0% | -0.4% | -1.7% |
| 30D | +13.0% | -8.9% | +21.9% | +17.2% |
| 3M | +41.7% | -13.3% | +55.0% | +49.1% |
| 6M | +105.9% | -9.7% | +115.6% | +111.1% |
| YTD | +92.6% | -2.5% | +95.0% | +89.9% |
| 1Y | +81.1% | +7.2% | +73.8% | +70.6% |
| 3Y | +84.8% | +39.4% | +45.4% | +53.4% |
| 5Y | -34.4% | +15.8% | -50.3% | -42.2% |
| All | +608.2% | +236.7% | +371.5% | +315.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling