+3,634.0%
PANW vs KR
+614.5%
+3,019.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.0% | -2.6% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -14.6% | +5.1% | -19.6% | -15.1% |
| 3M | +18.3% | -8.2% | +26.4% | +19.1% |
| 6M | +100.5% | -18.0% | +118.5% | +104.3% |
| YTD | +79.5% | -4.8% | +84.3% | +79.5% |
| 1Y | +66.7% | -11.0% | +77.7% | +67.8% |
| 3Y | +161.2% | +37.7% | +123.6% | +145.6% |
| 5Y | +322.2% | +52.8% | +269.4% | +286.8% |
| 10Y | +1,273.8% | +128.8% | +1,145.0% | +1,008.5% |
| All | +3,634.0% | +614.5% | +3,019.5% | +2,113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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