+331.0%
PANW vs ALK
-28.1%
+359.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.4% | -0.3% |
| 7D | +2.0% | -3.0% | +5.0% | +2.7% |
| 30D | -13.0% | -14.6% | +1.6% | -10.0% |
| 3M | +28.6% | -10.6% | +39.2% | +30.9% |
| 6M | +103.0% | -6.7% | +109.7% | +102.1% |
| YTD | +81.9% | -19.8% | +101.7% | +86.5% |
| 1Y | +69.6% | -35.2% | +104.8% | +83.6% |
| 3Y | +169.4% | +1.4% | +168.1% | +141.9% |
| 5Y | +331.0% | -30.7% | +361.6% | +319.4% |
| All | +331.0% | -28.1% | +359.1% | +319.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling