+161.2%
PANW vs BKR
+68.5%
+92.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -0.8% | -7.0% | +6.2% | +0.3% |
| 30D | -14.6% | -8.1% | -6.4% | -13.5% |
| 3M | +18.3% | -6.6% | +24.9% | +19.6% |
| 6M | +100.5% | +0.9% | +99.6% | +98.4% |
| YTD | +79.5% | +31.1% | +48.4% | +65.6% |
| 1Y | +66.7% | +27.7% | +39.0% | +54.4% |
| 3Y | +161.2% | +71.2% | +90.0% | +140.6% |
| All | +161.2% | +68.5% | +92.8% | +140.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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