+185.1%
AAPL vs PLTR
+1,643.3%
-1,458.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.5% | +2.0% | -1.9% |
| 7D | +0.1% | -6.4% | +6.5% | +0.9% |
| 30D | +3.0% | +10.0% | -7.1% | +1.4% |
| 3M | +2.9% | +23.0% | -20.1% | -0.9% |
| 6M | +22.1% | +13.8% | +8.3% | +18.2% |
| YTD | +18.0% | -1.9% | +19.9% | +16.2% |
| 1Y | +33.9% | +11.6% | +22.3% | +28.7% |
| 3Y | +71.2% | +1,048.4% | -977.2% | +11.6% |
| 5Y | +112.6% | +554.4% | -441.8% | +34.1% |
| All | +185.1% | +1,643.3% | -1,458.2% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTR.
Daily Out/Under-Performance
Portfolio return minus PLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTR 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 PLTR 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