+216.9%
AAPL vs PLTR
+1,624.0%
-1,407.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.8% |
| 7D | +1.8% | +0.4% | +1.3% | +1.6% |
| 30D | +4.3% | -17.5% | +21.8% | +6.8% |
| 3M | +16.6% | -1.5% | +18.1% | +16.4% |
| 6M | +21.6% | +25.9% | -4.3% | +16.2% |
| YTD | +31.2% | -3.0% | +34.2% | +28.9% |
| 1Y | +29.6% | -9.7% | +39.3% | +28.4% |
| 3Y | +93.1% | +776.5% | -683.3% | +31.4% |
| 5Y | +146.2% | +649.9% | -503.7% | +53.6% |
| All | +216.9% | +1,624.0% | -1,407.1% | +83.4% |
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