+62.2%
PANW vs RKT
-9.4%
+71.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.7% | -9.3% | -1.5% |
| 7D | -11.8% | +29.7% | -41.5% | -14.5% |
| 30D | -14.4% | +28.5% | -42.9% | -17.1% |
| 3M | -5.0% | +6.4% | -11.4% | -5.6% |
| 6M | +88.6% | +7.1% | +81.4% | +86.3% |
| YTD | +88.9% | -22.5% | +111.4% | +87.6% |
| 1Y | +62.2% | -10.4% | +72.7% | +54.9% |
| All | +62.2% | -9.4% | +71.7% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling