+119.7%
OKTA vs ZS
-31.8%
+151.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -14.2% | -12.3% | -1.9% | -6.2% |
| 30D | -12.5% | +11.2% | -23.7% | -17.8% |
| 3M | +29.2% | +37.5% | -8.3% | +7.0% |
| 6M | +147.3% | +57.8% | +89.5% | +76.1% |
| YTD | +120.9% | -0.2% | +121.2% | +90.2% |
| 1Y | +119.7% | -31.6% | +151.3% | +104.0% |
| All | +119.7% | -31.8% | +151.5% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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