+343.6%
OKTA vs ZS
+494.5%
-150.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.1% |
| 7D | +0.4% | -8.1% | +8.5% | +5.1% |
| 30D | +13.8% | -8.4% | +22.3% | +20.5% |
| 3M | +48.9% | +31.1% | +17.8% | +29.4% |
| 6M | +114.9% | +4.4% | +110.5% | +103.8% |
| YTD | +97.9% | -27.3% | +125.2% | +126.7% |
| 1Y | +89.7% | -41.4% | +131.0% | +141.8% |
| 3Y | +95.8% | +1.7% | +94.1% | +76.4% |
| 5Y | -32.6% | -39.6% | +7.0% | -24.6% |
| All | +343.6% | +494.5% | -150.8% | +100.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling