+116.7%
OKTA vs DOV
-6.0%
+122.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +2.6% |
| 7D | +5.9% | +1.3% | +4.5% | +6.2% |
| 30D | +14.6% | -8.6% | +23.2% | +11.8% |
| 3M | +44.0% | -13.1% | +57.1% | +37.9% |
| 6M | +116.7% | -8.8% | +125.5% | +110.9% |
| All | +116.7% | -6.0% | +122.7% | +110.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling