+331.0%
PANW vs AFRM
-22.6%
+353.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.5% | +4.9% | +0.4% |
| 7D | +2.0% | -8.0% | +10.0% | +3.4% |
| 30D | -13.0% | -9.8% | -3.2% | -11.7% |
| 3M | +28.6% | +4.7% | +24.0% | +27.2% |
| 6M | +103.0% | +34.1% | +68.8% | +91.5% |
| YTD | +81.9% | -8.4% | +90.4% | +82.0% |
| 1Y | +69.6% | -22.9% | +92.6% | +73.2% |
| 3Y | +169.4% | +203.3% | -33.9% | +101.5% |
| 5Y | +331.0% | -26.0% | +357.0% | +238.0% |
| All | +331.0% | -22.6% | +353.6% | +238.0% |
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