+90.1%
OKTA vs HTZ
-58.1%
+148.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | +2.6% | +7.5% | -4.8% | +2.8% |
| 30D | +16.0% | +47.4% | -31.4% | +16.8% |
| 3M | +38.2% | -54.9% | +93.1% | +39.5% |
| 6M | +137.8% | -47.0% | +184.8% | +134.8% |
| YTD | +97.3% | -55.3% | +152.5% | +96.4% |
| 1Y | +90.1% | -57.6% | +147.7% | +89.3% |
| All | +90.1% | -58.1% | +148.2% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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