+3,935.6%
PANW vs KWEB
+21.1%
+3,914.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.5% |
| 7D | -0.8% | -5.6% | +4.8% | +0.8% |
| 30D | -14.6% | -10.7% | -3.9% | -11.9% |
| 3M | +18.3% | -7.4% | +25.7% | +20.6% |
| 6M | +100.5% | -19.3% | +119.8% | +111.9% |
| YTD | +79.5% | -27.8% | +107.3% | +95.3% |
| 1Y | +66.7% | -35.9% | +102.7% | +87.8% |
| 3Y | +161.2% | -1.9% | +163.2% | +147.7% |
| 5Y | +322.2% | -43.2% | +365.4% | +352.5% |
| 10Y | +1,273.8% | -21.2% | +1,295.0% | +1,008.8% |
| All | +3,935.6% | +21.1% | +3,914.5% | +2,393.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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