+66.7%
PANW vs RKT
-38.3%
+105.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -13.8% |
| 3M | +18.3% | -1.9% | +20.1% | +18.9% |
| 6M | +100.5% | -13.0% | +113.5% | +101.0% |
| YTD | +79.5% | -31.9% | +111.4% | +81.8% |
| 1Y | +66.7% | -37.6% | +104.3% | +66.5% |
| All | +66.7% | -38.3% | +105.0% | +66.5% |
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