+89.7%
OKTA vs HAS
+18.8%
+70.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -0.9% |
| 7D | +0.4% | -3.1% | +3.5% | +0.2% |
| 30D | +13.8% | -6.4% | +20.2% | +13.4% |
| 3M | +48.9% | +10.4% | +38.5% | +48.8% |
| 6M | +114.9% | -3.7% | +118.6% | +117.7% |
| YTD | +97.9% | +12.5% | +85.4% | +87.3% |
| 1Y | +89.7% | +19.8% | +69.8% | +74.7% |
| All | +89.7% | +18.8% | +70.9% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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