+5,990.4%
KLAC vs PANW
+3,497.3%
+2,493.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +2.7% |
| 7D | -2.7% | -0.8% | -1.9% | -2.5% |
| 30D | -13.2% | -14.6% | +1.4% | -9.1% |
| 3M | -25.0% | +18.3% | -43.3% | -29.6% |
| 6M | +23.6% | +100.5% | -76.9% | -3.4% |
| YTD | +49.2% | +79.5% | -30.3% | +20.0% |
| 1Y | +89.3% | +66.7% | +22.6% | +56.2% |
| 3Y | +274.4% | +161.2% | +113.1% | +155.9% |
| 5Y | +440.9% | +322.2% | +118.8% | +207.8% |
| 10Y | +2,947.7% | +1,273.8% | +1,673.9% | +1,131.2% |
| All | +5,990.4% | +3,497.3% | +2,493.1% | +1,974.7% |
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