+1,248.2%
PANW vs KMI
+136.8%
+1,111.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -0.8% | -1.7% | +0.9% | -0.2% |
| 30D | -14.6% | -2.7% | -11.8% | -13.9% |
| 3M | +18.3% | -0.7% | +19.0% | +18.1% |
| 6M | +100.5% | -5.0% | +105.4% | +102.5% |
| YTD | +79.5% | +15.5% | +64.0% | +69.3% |
| 1Y | +66.7% | +16.4% | +50.3% | +56.4% |
| 3Y | +161.2% | +114.2% | +47.1% | +96.6% |
| 5Y | +322.2% | +153.3% | +168.9% | +197.0% |
| All | +1,248.2% | +136.8% | +1,111.4% | +822.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling