+84.8%
OKTA vs ZBRA
+35.9%
+48.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.3% |
| 7D | -2.4% | -3.4% | +1.0% | -1.3% |
| 30D | +13.0% | -7.4% | +20.4% | +15.9% |
| 3M | +41.7% | +57.5% | -15.8% | +19.6% |
| 6M | +105.9% | +64.0% | +42.0% | +69.5% |
| YTD | +92.6% | +44.3% | +48.3% | +65.2% |
| 1Y | +81.1% | +10.9% | +70.2% | +71.6% |
| 3Y | +84.8% | +37.5% | +47.3% | +46.6% |
| All | +84.8% | +35.9% | +48.9% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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