+161.2%
PANW vs KRE
+84.3%
+77.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.4% |
| 7D | -0.8% | -1.8% | +1.0% | -0.2% |
| 30D | -14.6% | -4.5% | -10.1% | -13.3% |
| 3M | +18.3% | +2.7% | +15.5% | +17.3% |
| 6M | +100.5% | +16.9% | +83.6% | +90.5% |
| YTD | +79.5% | +15.4% | +64.1% | +70.7% |
| 1Y | +66.7% | +16.1% | +50.6% | +57.7% |
| 3Y | +161.2% | +85.7% | +75.5% | +120.2% |
| All | +161.2% | +84.3% | +77.0% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 3y: compounded portfolio wealth divided by compounded KRE 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…
3y analysis · Full analysis span regression · 6 months rolling