+3,705.5%
PANW vs KDP
+554.5%
+3,151.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -6.9% | +2.1% | -9.0% | -7.4% |
| 30D | -7.4% | +8.5% | -15.9% | -9.2% |
| 3M | +26.5% | +6.6% | +19.9% | +24.2% |
| 6M | +104.2% | +17.1% | +87.1% | +95.5% |
| YTD | +82.9% | +19.0% | +63.9% | +73.9% |
| 1Y | +70.7% | +21.8% | +49.0% | +60.8% |
| 3Y | +170.9% | +6.4% | +164.5% | +160.5% |
| 5Y | +334.1% | +5.1% | +329.0% | +317.9% |
| 10Y | +1,275.6% | +175.8% | +1,099.8% | +946.5% |
| All | +3,705.5% | +554.5% | +3,151.0% | +2,184.7% |
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