+99.3%
OKTA vs AHR
+356.1%
-256.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.6% |
| 7D | -2.4% | -2.1% | -0.3% | -2.2% |
| 30D | +13.0% | +1.9% | +11.2% | +12.4% |
| 3M | +41.7% | +15.7% | +26.0% | +38.0% |
| 6M | +105.9% | +2.5% | +103.4% | +104.6% |
| YTD | +92.6% | +15.0% | +77.5% | +85.2% |
| 1Y | +81.1% | +28.1% | +53.0% | +67.5% |
| All | +99.3% | +356.1% | -256.8% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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