+332.2%
PANW vs APA
+169.7%
+162.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | +2.0% | +0.8% | +1.2% | +1.9% |
| 30D | -11.8% | +9.6% | -21.4% | -12.9% |
| 3M | +28.6% | +18.0% | +10.6% | +25.4% |
| 6M | +104.4% | +41.9% | +62.6% | +92.3% |
| YTD | +83.8% | +86.3% | -2.6% | +65.0% |
| 1Y | +71.5% | +97.9% | -26.3% | +51.9% |
| 3Y | +172.2% | +12.8% | +159.4% | +154.5% |
| 5Y | +332.2% | +177.2% | +155.0% | +256.4% |
| All | +332.2% | +169.7% | +162.5% | +256.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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