+3,722.6%
PANW vs APO
+2,205.1%
+1,517.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.4% | +1.8% |
| 7D | +2.0% | -4.9% | +6.9% | +3.7% |
| 30D | -11.8% | -8.4% | -3.4% | -9.1% |
| 3M | +28.6% | -2.1% | +30.6% | +29.2% |
| 6M | +104.4% | +19.2% | +85.2% | +90.8% |
| YTD | +83.8% | -10.5% | +94.3% | +88.7% |
| 1Y | +71.5% | -2.7% | +74.2% | +69.8% |
| 3Y | +172.2% | +52.5% | +119.7% | +125.6% |
| 5Y | +332.2% | +132.1% | +200.1% | +203.8% |
| 10Y | +1,306.4% | +924.7% | +381.7% | +491.7% |
| All | +3,722.6% | +2,205.1% | +1,517.5% | +1,402.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling