+3,684.3%
PANW vs KGC
+327.9%
+3,356.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | +2.0% | -0.1% | +2.1% | +2.0% |
| 30D | -13.0% | +10.5% | -23.4% | -13.5% |
| 3M | +28.6% | +19.8% | +8.8% | +27.2% |
| 6M | +103.0% | -6.7% | +109.6% | +102.9% |
| YTD | +81.9% | +7.8% | +74.1% | +80.1% |
| 1Y | +69.6% | +35.7% | +34.0% | +65.7% |
| 3Y | +169.4% | +553.7% | -384.3% | +142.5% |
| 5Y | +331.0% | +461.7% | -130.7% | +286.6% |
| 10Y | +1,292.3% | +710.2% | +582.1% | +1,144.9% |
| All | +3,684.3% | +327.9% | +3,356.4% | +3,425.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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