+1,692.6%
PLTR vs A
+52.3%
+1,640.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.3% | -0.8% |
| 7D | -5.3% | -2.1% | -3.3% | -4.3% |
| 30D | -1.0% | +0.6% | -1.6% | -1.4% |
| 3M | +24.8% | +10.9% | +13.9% | +16.8% |
| 6M | +8.4% | +28.2% | -19.8% | -7.9% |
| YTD | -4.2% | +8.6% | -12.8% | -10.4% |
| 1Y | +9.1% | +15.5% | -6.4% | -3.1% |
| 3Y | +1,025.6% | +31.8% | +993.8% | +741.0% |
| 5Y | +565.8% | -14.9% | +580.6% | +537.2% |
| All | +1,692.6% | +52.3% | +1,640.3% | +1,288.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling