+656.2%
PANW vs RKT
-11.2%
+667.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.3% |
| 7D | +2.0% | -1.0% | +3.0% | +2.1% |
| 30D | -13.0% | -2.4% | -10.6% | -12.8% |
| 3M | +28.6% | +1.9% | +26.7% | +28.2% |
| 6M | +103.0% | -13.9% | +116.8% | +104.6% |
| YTD | +81.9% | -30.6% | +112.6% | +86.5% |
| 1Y | +69.6% | -34.4% | +104.0% | +74.3% |
| 3Y | +169.4% | +38.2% | +131.2% | +147.9% |
| 5Y | +331.0% | -9.7% | +340.7% | +290.5% |
| All | +656.2% | -11.2% | +667.4% | +578.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling