+84.8%
OKTA vs ZS
+1.4%
+83.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.1% |
| 7D | -2.4% | -3.1% | +0.7% | -0.6% |
| 30D | +13.0% | -7.2% | +20.2% | +19.0% |
| 3M | +41.7% | +30.5% | +11.2% | +23.6% |
| 6M | +105.9% | +7.0% | +99.0% | +90.2% |
| YTD | +92.6% | -26.8% | +119.4% | +115.7% |
| 1Y | +81.1% | -42.6% | +123.7% | +128.1% |
| 3Y | +84.8% | -0.3% | +85.1% | +54.2% |
| All | +84.8% | +1.4% | +83.4% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling