+3,705.5%
PANW vs APA
-30.5%
+3,736.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.9% |
| 7D | -6.9% | -1.7% | -5.2% | -6.7% |
| 30D | -7.4% | +15.7% | -23.1% | -9.3% |
| 3M | +26.5% | +16.5% | +10.1% | +23.3% |
| 6M | +104.2% | +35.1% | +69.1% | +93.4% |
| YTD | +82.9% | +82.2% | +0.7% | +65.4% |
| 1Y | +70.7% | +102.5% | -31.7% | +51.3% |
| 3Y | +170.9% | +10.3% | +160.6% | +155.2% |
| 5Y | +334.1% | +166.1% | +168.0% | +249.5% |
| 10Y | +1,275.6% | -4.9% | +1,280.5% | +1,010.4% |
| All | +3,705.5% | -30.5% | +3,736.0% | +3,083.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling