+86.1%
OKTA vs DPZ
-9.1%
+95.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.5% |
| 7D | +0.7% | -1.5% | +2.2% | +1.0% |
| 30D | +13.0% | -4.4% | +17.4% | +13.7% |
| 3M | +43.4% | +7.6% | +35.8% | +39.6% |
| 6M | +107.6% | -16.9% | +124.6% | +115.7% |
| YTD | +93.8% | -18.6% | +112.4% | +102.0% |
| 1Y | +80.8% | -26.7% | +107.5% | +94.5% |
| All | +86.1% | -9.1% | +95.1% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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