+113.0%
OKTA vs HTZ
-73.6%
+186.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.3% | -7.2% | +2.1% |
| 7D | -4.6% | -27.4% | +22.8% | -4.4% |
| 30D | -19.7% | -11.4% | -8.4% | -19.3% |
| 3M | +21.2% | -33.1% | +54.3% | +21.1% |
| 6M | +123.1% | -73.5% | +196.6% | +129.7% |
| YTD | +110.8% | -68.1% | +178.9% | +107.3% |
| 1Y | +113.0% | -74.3% | +187.3% | +122.6% |
| All | +113.0% | -73.6% | +186.5% | +122.6% |
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