+63.3%
PANW vs AHR
+24.4%
+38.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | +0.1% |
| 7D | -11.8% | +9.5% | -21.2% | -9.6% |
| 30D | -14.4% | +11.7% | -26.1% | -12.0% |
| 3M | -5.0% | +4.0% | -9.0% | -3.7% |
| 6M | +88.6% | +13.5% | +75.0% | +93.8% |
| YTD | +88.9% | +21.6% | +67.4% | +95.2% |
| All | +63.3% | +24.4% | +38.8% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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