+15.8%
NXPI vs OKTA
+97.4%
-81.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.1% | -3.3% | -0.8% |
| 7D | -2.3% | +5.9% | -8.1% | -3.3% |
| 30D | -4.3% | +14.6% | -18.9% | -7.4% |
| 3M | -24.7% | +44.0% | -68.7% | -30.6% |
| 6M | +9.7% | +116.7% | -107.0% | -10.5% |
| YTD | +3.8% | +99.8% | -96.0% | -13.8% |
| 1Y | +1.6% | +84.1% | -82.5% | -13.6% |
| All | +15.8% | +97.4% | -81.6% | -6.5% |
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