+82.6%
KO vs PANW
+320.3%
-237.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.5% |
| 7D | +0.2% | -0.8% | +1.0% | +0.3% |
| 30D | +1.8% | -14.6% | +16.4% | +2.0% |
| 3M | +7.7% | +18.3% | -10.6% | +7.2% |
| 6M | +15.3% | +100.5% | -85.2% | +13.2% |
| YTD | +28.0% | +79.5% | -51.5% | +26.1% |
| 1Y | +34.3% | +66.7% | -32.5% | +32.7% |
| 3Y | +63.8% | +161.2% | -97.4% | +55.2% |
| All | +82.6% | +320.3% | -237.7% | +64.4% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling