-36.4%
OKTA vs HAS
+10.2%
-46.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.9% |
| 7D | +0.7% | -3.1% | +3.8% | +1.8% |
| 30D | +13.0% | -2.7% | +15.7% | +13.8% |
| 3M | +43.4% | +8.9% | +34.5% | +37.5% |
| 6M | +107.6% | -2.9% | +110.5% | +106.0% |
| YTD | +93.8% | +12.6% | +81.2% | +79.6% |
| 1Y | +80.8% | +17.5% | +63.4% | +64.1% |
| 3Y | +91.8% | +46.2% | +45.6% | +52.5% |
| 5Y | -36.4% | +12.6% | -49.0% | -35.3% |
| All | -36.4% | +10.2% | -46.6% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling