+3,722.6%
PANW vs KMI
+76.8%
+3,645.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.4% |
| 7D | +2.0% | -2.1% | +4.0% | +2.6% |
| 30D | -11.8% | -1.7% | -10.1% | -11.5% |
| 3M | +28.6% | -1.9% | +30.5% | +28.9% |
| 6M | +104.4% | -4.3% | +108.8% | +105.9% |
| YTD | +83.8% | +15.8% | +68.0% | +74.3% |
| 1Y | +71.5% | +17.6% | +54.0% | +61.7% |
| 3Y | +172.2% | +113.1% | +59.0% | +112.4% |
| 5Y | +332.2% | +154.0% | +178.2% | +217.7% |
| 10Y | +1,306.4% | +133.1% | +1,173.3% | +905.8% |
| All | +3,722.6% | +76.8% | +3,645.8% | +2,880.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling