+3,634.0%
PANW vs BKR
+148.8%
+3,485.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | -0.8% | -7.0% | +6.2% | +0.7% |
| 30D | -14.6% | -8.1% | -6.4% | -13.1% |
| 3M | +18.3% | -6.6% | +24.9% | +19.6% |
| 6M | +100.5% | +0.9% | +99.6% | +98.2% |
| YTD | +79.5% | +31.1% | +48.4% | +66.6% |
| 1Y | +66.7% | +27.7% | +39.0% | +55.3% |
| 3Y | +161.2% | +71.2% | +90.0% | +124.8% |
| 5Y | +322.2% | +177.6% | +144.6% | +215.3% |
| 10Y | +1,273.8% | +122.7% | +1,151.1% | +846.1% |
| All | +3,634.0% | +148.8% | +3,485.2% | +2,322.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling