+91.5%
OKTA vs OVV
+58.7%
+32.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.6% | +3.1% |
| 7D | +5.9% | -3.8% | +9.7% | +5.9% |
| 30D | +14.6% | +1.3% | +13.3% | +14.6% |
| 3M | +44.0% | +14.3% | +29.7% | +44.4% |
| 6M | +116.7% | +21.1% | +95.6% | +116.7% |
| YTD | +99.8% | +66.0% | +33.7% | +105.4% |
| All | +91.5% | +58.7% | +32.7% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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