+625.6%
OKTA vs OVV
+35.3%
+590.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.3% |
| 7D | +2.6% | +0.3% | +2.4% | +2.6% |
| 30D | +16.0% | +11.7% | +4.3% | +14.6% |
| 3M | +38.2% | +9.8% | +28.4% | +36.5% |
| 6M | +137.8% | +26.6% | +111.2% | +131.1% |
| YTD | +97.3% | +67.0% | +30.3% | +85.8% |
| 1Y | +90.1% | +55.9% | +34.2% | +79.9% |
| 3Y | +98.0% | +45.5% | +52.5% | +86.5% |
| 5Y | -36.9% | +157.3% | -194.3% | -43.6% |
| All | +625.6% | +35.3% | +590.3% | +576.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling