-50.6%
ZTS vs OKTA
+83.4%
-134.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.8% | +0.1% |
| 7D | -3.7% | -2.4% | -1.3% | -3.8% |
| 30D | -0.8% | +13.0% | -13.8% | -0.5% |
| 3M | -9.7% | +41.7% | -51.4% | -10.0% |
| 6M | -38.4% | +105.9% | -144.3% | -39.4% |
| YTD | -41.1% | +92.6% | -133.6% | -41.4% |
| 1Y | -50.6% | +81.1% | -131.7% | -49.5% |
| All | -50.6% | +83.4% | -134.0% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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