+161.2%
PANW vs KKR
+62.5%
+98.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -0.8% | -6.2% | +5.4% | +1.6% |
| 30D | -14.6% | -8.9% | -5.7% | -11.5% |
| 3M | +18.3% | +6.3% | +12.0% | +15.3% |
| 6M | +100.5% | +16.5% | +84.0% | +88.1% |
| YTD | +79.5% | -20.3% | +99.8% | +92.9% |
| 1Y | +66.7% | -29.8% | +96.5% | +87.3% |
| 3Y | +161.2% | +63.2% | +98.1% | +94.2% |
| All | +161.2% | +62.5% | +98.7% | +94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 3y: compounded portfolio wealth divided by compounded KKR 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…
3y analysis · Full analysis span regression · 6 months rolling