+151.8%
NBIS vs OKTA
+83.4%
+68.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.2% |
| 7D | -0.8% | -2.4% | +1.6% | -0.5% |
| 30D | -13.4% | +13.0% | -26.4% | -15.4% |
| 3M | +1.0% | +41.7% | -40.7% | -7.8% |
| 6M | +100.5% | +105.9% | -5.4% | +68.5% |
| YTD | +168.3% | +92.6% | +75.7% | +136.9% |
| 1Y | +151.8% | +81.1% | +70.7% | +139.1% |
| All | +151.8% | +83.4% | +68.4% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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