+676.4%
OKTA vs HAS
+73.9%
+602.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.8% |
| 7D | +6.6% | +1.6% | +5.0% | +6.1% |
| 30D | -19.4% | +26.6% | -46.0% | -25.0% |
| 3M | +23.9% | +29.0% | -5.1% | +14.3% |
| 6M | +130.9% | +30.6% | +100.3% | +110.2% |
| YTD | +111.1% | +51.5% | +59.6% | +81.7% |
| 1Y | +115.5% | +58.5% | +57.1% | +82.6% |
| 3Y | +169.4% | +214.1% | -44.8% | +74.3% |
| 5Y | -30.2% | +50.2% | -80.4% | -42.4% |
| All | +676.4% | +73.9% | +602.5% | +487.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling