+62.2%
PANW vs ROK
+25.3%
+37.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.6% |
| 7D | -11.8% | 0.0% | -11.8% | -11.8% |
| 30D | -14.4% | -2.5% | -12.0% | -14.3% |
| 3M | -5.0% | 0.0% | -5.0% | -4.9% |
| 6M | +88.6% | +11.6% | +77.0% | +85.6% |
| YTD | +88.9% | +15.2% | +73.8% | +83.4% |
| 1Y | +62.2% | +25.0% | +37.2% | +49.8% |
| All | +62.2% | +25.3% | +37.0% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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