+646.2%
PANW vs RKT
-12.9%
+659.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -0.8% | -6.3% | +5.5% | -0.1% |
| 30D | -14.6% | -6.2% | -8.4% | -14.1% |
| 3M | +18.3% | -1.9% | +20.1% | +18.3% |
| 6M | +100.5% | -13.0% | +113.5% | +102.0% |
| YTD | +79.5% | -31.9% | +111.4% | +84.3% |
| 1Y | +66.7% | -37.6% | +104.3% | +72.2% |
| 3Y | +161.2% | +36.8% | +124.4% | +140.6% |
| 5Y | +322.2% | -9.7% | +331.9% | +283.1% |
| All | +646.2% | -12.9% | +659.0% | +570.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling