+94.8%
OKTA vs NVDX
+772.1%
-677.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | -2.4% | -10.2% | +7.8% | -0.7% |
| 30D | +13.0% | -7.3% | +20.4% | +14.5% |
| 3M | +41.7% | +5.5% | +36.2% | +39.8% |
| 6M | +105.9% | +18.3% | +87.6% | +98.0% |
| YTD | +92.6% | +11.4% | +81.1% | +85.4% |
| 1Y | +81.1% | +12.7% | +68.4% | +72.1% |
| All | +94.8% | +772.1% | -677.3% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 5y: compounded portfolio wealth divided by compounded NVDX 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…
5y analysis · Full analysis span regression · 6 months rolling