+161.2%
PANW vs APO
+52.1%
+109.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -2.6% |
| 7D | -0.8% | -3.5% | +2.7% | +0.5% |
| 30D | -14.6% | -6.6% | -8.0% | -12.4% |
| 3M | +18.3% | -3.3% | +21.6% | +19.4% |
| 6M | +100.5% | +22.6% | +77.9% | +84.2% |
| YTD | +79.5% | -9.8% | +89.3% | +84.5% |
| 1Y | +66.7% | -3.9% | +70.6% | +65.9% |
| 3Y | +161.2% | +52.5% | +108.8% | +112.8% |
| All | +161.2% | +52.1% | +109.2% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 3y: compounded portfolio wealth divided by compounded APO 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…
3y analysis · Full analysis span regression · 6 months rolling