+499.6%
PLTR vs AA
-15.4%
+514.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.9% | +0.6% | +2.4% |
| 7D | -12.9% | +0.9% | -13.8% | -13.1% |
| 30D | -17.4% | -6.7% | -10.7% | -15.4% |
| 3M | +2.9% | -16.3% | +19.2% | +8.9% |
| 6M | +19.9% | -37.1% | +57.0% | +38.2% |
| YTD | -9.8% | -25.0% | +15.2% | -4.5% |
| 1Y | -8.4% | +8.6% | -17.0% | -16.2% |
| 3Y | +765.0% | +57.2% | +707.8% | +537.6% |
| All | +499.6% | -15.4% | +514.9% | +390.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling