+1,280.2%
PANW vs ALK
-37.3%
+1,317.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | +2.0% | -3.1% | +5.1% | +2.6% |
| 30D | -11.8% | -17.1% | +5.3% | -8.5% |
| 3M | +28.6% | -3.8% | +32.4% | +28.9% |
| 6M | +104.4% | -5.3% | +109.7% | +103.0% |
| YTD | +83.8% | -20.3% | +104.0% | +88.0% |
| 1Y | +71.5% | -36.0% | +107.5% | +83.4% |
| 3Y | +172.2% | +0.8% | +171.4% | +153.9% |
| 5Y | +332.2% | -28.5% | +360.7% | +326.8% |
| All | +1,280.2% | -37.3% | +1,317.5% | +1,254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling