+62.2%
PANW vs KMI
+26.0%
+36.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | -1.3% |
| 7D | -11.8% | -5.2% | -6.5% | -12.5% |
| 30D | -14.4% | +1.2% | -15.7% | -14.1% |
| 3M | -5.0% | +1.3% | -6.3% | -4.4% |
| 6M | +88.6% | -1.1% | +89.7% | +89.4% |
| YTD | +88.9% | +19.0% | +70.0% | +86.9% |
| 1Y | +62.2% | +26.6% | +35.7% | +56.2% |
| All | +62.2% | +26.0% | +36.2% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 1y: compounded portfolio wealth divided by compounded KMI 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…
1y analysis · Full analysis span regression · 6 months rolling