+1,677.1%
PLTR vs AA
+261.1%
+1,415.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.2% | +1.1% |
| 7D | -3.8% | +1.2% | -5.0% | -4.0% |
| 30D | -19.2% | -5.0% | -14.2% | -18.0% |
| 3M | -3.7% | -22.2% | +18.6% | +3.4% |
| 6M | +22.5% | -36.3% | +58.8% | +38.0% |
| YTD | -5.0% | -24.2% | +19.2% | -0.3% |
| 1Y | -12.8% | +3.9% | -16.7% | -17.4% |
| 3Y | +758.3% | +67.6% | +690.7% | +569.4% |
| 5Y | +649.6% | -8.8% | +658.5% | +583.0% |
| All | +1,677.1% | +261.1% | +1,415.9% | +1,302.0% |
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