+51.2%
NXPI vs OKTA
+171.9%
-120.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +6.8% | +8.4% | -1.6% | +5.3% |
| 30D | +20.0% | -13.7% | +33.7% | +22.6% |
| 3M | +14.8% | +18.0% | -3.2% | +10.2% |
| 6M | -10.5% | +133.8% | -144.3% | -27.4% |
| YTD | +23.7% | +111.5% | -87.8% | +1.8% |
| 1Y | +34.1% | +118.3% | -84.3% | +9.3% |
| 3Y | +51.2% | +168.0% | -116.8% | +21.7% |
| All | +51.2% | +171.9% | -120.7% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling