+3,663.5%
PANW vs ALK
+156.9%
+3,506.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | 0.0% |
| 7D | -10.3% | -0.7% | -9.7% | -10.2% |
| 30D | -8.1% | -19.2% | +11.1% | -3.8% |
| 3M | +19.3% | -1.5% | +20.9% | +18.8% |
| 6M | +110.2% | -13.1% | +123.2% | +112.5% |
| YTD | +80.9% | -16.4% | +97.3% | +83.5% |
| 1Y | +73.3% | -33.1% | +106.3% | +84.4% |
| 3Y | +174.6% | +0.6% | +174.0% | +154.3% |
| 5Y | +327.1% | -26.4% | +353.4% | +318.6% |
| 10Y | +1,277.3% | -34.2% | +1,311.5% | +1,149.2% |
| All | +3,663.5% | +156.9% | +3,506.7% | +2,575.0% |
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