+1,681.1%
PLTR vs AA
+277.8%
+1,403.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.8% | -0.3% | +3.7% |
| 7D | -5.1% | +4.8% | -9.9% | -6.4% |
| 30D | -19.1% | -0.6% | -18.4% | -18.9% |
| 3M | -1.6% | -16.3% | +14.6% | +3.3% |
| 6M | +22.8% | -33.4% | +56.2% | +36.5% |
| YTD | -4.8% | -20.7% | +15.9% | -1.4% |
| 1Y | -4.9% | +12.9% | -17.8% | -12.2% |
| 3Y | +826.1% | +75.7% | +750.4% | +612.2% |
| 5Y | +597.7% | -6.8% | +604.5% | +529.2% |
| All | +1,681.1% | +277.8% | +1,403.3% | +1,286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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