+90.1%
OKTA vs NVMI
+53.9%
+36.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.4% | -0.4% |
| 7D | +2.6% | +6.6% | -4.0% | +2.0% |
| 30D | +16.0% | -7.5% | +23.5% | +16.7% |
| 3M | +38.2% | -28.5% | +66.7% | +40.6% |
| 6M | +137.8% | -15.7% | +153.5% | +133.9% |
| YTD | +97.3% | +13.3% | +84.0% | +79.2% |
| 1Y | +90.1% | +48.3% | +41.8% | +61.2% |
| All | +90.1% | +53.9% | +36.2% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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