+3,684.3%
PANW vs KMX
+122.8%
+3,561.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +2.0% | -1.9% | +3.9% | +2.4% |
| 30D | -13.0% | +2.6% | -15.5% | -13.7% |
| 3M | +28.6% | +25.6% | +3.0% | +20.5% |
| 6M | +103.0% | +41.9% | +61.1% | +82.5% |
| YTD | +81.9% | +56.0% | +25.9% | +58.4% |
| 1Y | +69.6% | -1.8% | +71.4% | +63.8% |
| 3Y | +169.4% | -25.7% | +195.2% | +172.2% |
| 5Y | +331.0% | -54.7% | +385.7% | +381.3% |
| 10Y | +1,292.3% | +9.2% | +1,283.1% | +967.2% |
| All | +3,684.3% | +122.8% | +3,561.5% | +2,527.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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