+269.4%
PANW vs KVUE
-20.4%
+289.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.3% | -2.3% |
| 7D | -0.8% | -5.1% | +4.3% | -0.9% |
| 30D | -14.6% | -6.3% | -8.2% | -14.6% |
| 3M | +18.3% | -0.5% | +18.8% | +18.2% |
| 6M | +100.5% | +3.1% | +97.4% | +100.2% |
| YTD | +79.5% | +6.7% | +72.8% | +78.9% |
| 1Y | +66.7% | -1.1% | +67.9% | +67.2% |
| 3Y | +161.2% | -8.7% | +170.0% | +163.9% |
| All | +269.4% | -20.4% | +289.9% | +274.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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