-29.1%
OKTA vs HTZ
-89.5%
+60.4%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | +2.6% | +7.5% | -4.8% | +1.9% |
| 30D | +16.0% | +47.4% | -31.4% | +9.9% |
| 3M | +38.2% | -54.9% | +93.1% | +46.7% |
| 6M | +137.8% | -47.0% | +184.8% | +143.0% |
| YTD | +97.3% | -55.3% | +152.5% | +105.6% |
| 1Y | +90.1% | -57.6% | +147.7% | +96.3% |
| 3Y | +98.0% | -86.6% | +184.6% | +148.9% |
| 5Y | -36.9% | -86.1% | +49.2% | -15.7% |
| All | -29.1% | -89.5% | +60.4% | -9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling