+103.6%
HAL vs OKTA
-35.6%
+139.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -2.8% |
| 7D | -3.3% | +0.4% | -3.7% | -3.3% |
| 30D | +7.2% | +13.8% | -6.6% | +5.7% |
| 3M | -8.8% | +48.9% | -57.7% | -12.1% |
| 6M | +3.0% | +114.9% | -112.0% | -4.7% |
| YTD | +29.4% | +97.9% | -68.5% | +20.3% |
| 1Y | +62.8% | +89.7% | -26.8% | +51.9% |
| 3Y | -6.4% | +95.8% | -102.3% | -14.1% |
| 5Y | +103.6% | -32.6% | +136.3% | +84.2% |
| All | +103.6% | -35.6% | +139.2% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 5y: compounded portfolio wealth divided by compounded OKTA 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…
5y analysis · Full analysis span regression · 6 months rolling