+90.1%
OKTA vs ZS
-37.1%
+127.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.5% | +4.6% | +2.9% |
| 7D | +2.6% | -7.8% | +10.5% | +8.0% |
| 30D | +16.0% | +5.0% | +11.0% | +13.9% |
| 3M | +38.2% | +25.5% | +12.6% | +22.7% |
| 6M | +137.8% | +8.7% | +129.1% | +111.6% |
| YTD | +97.3% | -24.5% | +121.8% | +106.6% |
| 1Y | +90.1% | -36.7% | +126.8% | +102.8% |
| All | +90.1% | -37.1% | +127.2% | +102.8% |
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