+90.1%
OKTA vs MOH
+18.1%
+72.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | 0.0% |
| 7D | +2.6% | +0.4% | +2.2% | +2.7% |
| 30D | +16.0% | +2.9% | +13.1% | +16.5% |
| 3M | +38.2% | +4.1% | +34.0% | +39.6% |
| 6M | +137.8% | +33.8% | +104.0% | +148.0% |
| YTD | +97.3% | +15.7% | +81.6% | +104.2% |
| 1Y | +90.1% | +17.5% | +72.6% | +90.2% |
| All | +90.1% | +18.1% | +72.0% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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