+1,706.8%
AAPL vs PANW
+3,582.6%
-1,875.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.5% | +3.3% |
| 7D | -0.5% | +2.0% | -2.5% | -1.0% |
| 30D | +7.1% | -11.8% | +18.9% | +9.7% |
| 3M | +12.1% | +28.6% | -16.5% | +4.0% |
| 6M | +25.4% | +104.4% | -79.0% | +2.7% |
| YTD | +20.5% | +83.8% | -63.3% | +0.8% |
| 1Y | +44.5% | +71.5% | -27.0% | +22.9% |
| 3Y | +85.8% | +172.2% | -86.4% | +34.9% |
| 5Y | +124.8% | +332.2% | -207.5% | +40.7% |
| 10Y | +1,284.7% | +1,306.4% | -21.7% | +547.6% |
| All | +1,706.8% | +3,582.6% | -1,875.8% | +687.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 PANW 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