+334.1%
PANW vs APH
+351.1%
-17.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.6% |
| 7D | -6.9% | +0.2% | -7.1% | -7.0% |
| 30D | -7.4% | -3.3% | -4.0% | -6.3% |
| 3M | +26.5% | +14.0% | +12.5% | +19.1% |
| 6M | +104.2% | +24.4% | +79.7% | +81.8% |
| YTD | +82.9% | +21.4% | +61.5% | +59.1% |
| 1Y | +70.7% | +48.9% | +21.8% | +30.4% |
| 3Y | +170.9% | +290.1% | -119.2% | +4.7% |
| 5Y | +334.1% | +352.8% | -18.7% | +51.7% |
| All | +334.1% | +351.1% | -17.0% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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