+96.4%
OKTA vs ZYBT
-37.3%
+133.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +0.7% | -11.1% | -10.4% |
| 7D | -22.9% | -3.5% | -19.4% | -22.9% |
| 30D | -21.7% | +24.3% | -46.1% | -21.7% |
| 3M | +16.4% | -41.5% | +57.9% | +16.4% |
| 6M | +120.1% | +58.6% | +61.5% | +123.2% |
| YTD | +97.9% | +20.0% | +77.9% | +102.2% |
| 1Y | +96.4% | -35.2% | +131.7% | +113.6% |
| All | +96.4% | -37.3% | +133.7% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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