+62.2%
PANW vs AFRM
+8.5%
+53.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -1.6% |
| 7D | -11.8% | +3.1% | -14.9% | -12.3% |
| 30D | -14.4% | +1.1% | -15.6% | -14.6% |
| 3M | -5.0% | -3.2% | -1.8% | -4.6% |
| 6M | +88.6% | +12.7% | +75.9% | +83.2% |
| YTD | +88.9% | +1.6% | +87.4% | +82.2% |
| 1Y | +62.2% | +5.9% | +56.4% | +55.1% |
| All | +62.2% | +8.5% | +53.7% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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