+3,539.1%
PANW vs KDP
+636.0%
+2,903.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -0.7% |
| 7D | +2.7% | -0.8% | +3.5% | +2.8% |
| 30D | -14.1% | +9.7% | -23.8% | -15.9% |
| 3M | -18.6% | +17.6% | -36.2% | -21.7% |
| 6M | +41.5% | +25.8% | +15.7% | +33.5% |
| YTD | +74.9% | +33.9% | +41.1% | +61.8% |
| 1Y | +57.4% | +38.9% | +18.5% | +44.1% |
| 3Y | +152.1% | +26.8% | +125.3% | +132.1% |
| 5Y | +275.3% | +16.3% | +258.9% | +253.5% |
| 10Y | +1,139.3% | +248.1% | +891.2% | +786.4% |
| All | +3,539.1% | +636.0% | +2,903.1% | +2,025.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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