+1,046.8%
PANW vs KHC
-42.1%
+1,088.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | +2.0% | -4.8% | +6.8% | +2.8% |
| 30D | -13.0% | +0.3% | -13.3% | -13.1% |
| 3M | +28.6% | +6.7% | +21.9% | +26.9% |
| 6M | +103.0% | +4.2% | +98.8% | +100.6% |
| YTD | +81.9% | +6.7% | +75.2% | +78.7% |
| 1Y | +69.6% | -1.4% | +71.0% | +68.8% |
| 3Y | +169.4% | -11.8% | +181.2% | +169.4% |
| 5Y | +331.0% | -13.4% | +344.4% | +326.6% |
| 10Y | +1,292.3% | -54.3% | +1,346.6% | +1,426.4% |
| All | +1,046.8% | -42.1% | +1,088.9% | +1,015.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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