+275.8%
PANW vs AFRM
-55.6%
+331.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -3.0% |
| 7D | +2.5% | -5.5% | +8.0% | +3.6% |
| 30D | -18.7% | -15.5% | -3.3% | -16.4% |
| 3M | -16.6% | -10.3% | -6.3% | -15.5% |
| 6M | +49.7% | +0.6% | +49.0% | +48.2% |
| YTD | +75.2% | -11.5% | +86.7% | +75.7% |
| 1Y | +53.6% | -16.6% | +70.2% | +55.3% |
| 3Y | +154.6% | +193.5% | -39.0% | +90.0% |
| 5Y | +275.8% | -55.8% | +331.6% | +238.4% |
| All | +275.8% | -55.6% | +331.3% | +238.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling