+90.0%
OKTA vs DOV
+35.8%
+54.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.2% |
| 7D | +0.4% | -1.9% | +2.3% | +1.0% |
| 30D | +13.8% | -9.9% | +23.7% | +17.9% |
| 3M | +48.9% | -12.1% | +61.0% | +54.7% |
| 6M | +114.9% | -10.4% | +125.4% | +118.9% |
| YTD | +97.9% | -3.3% | +101.2% | +92.2% |
| 1Y | +89.7% | +7.8% | +81.9% | +72.9% |
| All | +90.0% | +35.8% | +54.2% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling