+3,539.1%
PANW vs ALK
+135.1%
+3,404.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | +0.2% |
| 7D | +2.7% | -1.2% | +3.9% | +3.0% |
| 30D | -14.1% | +7.7% | -21.8% | -15.7% |
| 3M | -18.6% | -19.0% | +0.4% | -15.2% |
| 6M | +41.5% | -0.2% | +41.7% | +39.2% |
| YTD | +74.9% | -23.5% | +98.4% | +80.1% |
| 1Y | +57.4% | -9.1% | +66.5% | +54.9% |
| 3Y | +152.1% | +12.0% | +140.1% | +126.1% |
| 5Y | +275.3% | -30.9% | +306.1% | +272.5% |
| 10Y | +1,139.3% | -45.6% | +1,184.9% | +1,083.4% |
| All | +3,539.1% | +135.1% | +3,404.0% | +2,525.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling