+565.8%
PLTR vs AA
+17.0%
+548.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.5% | -5.9% | -3.5% |
| 7D | -5.3% | +1.7% | -7.0% | -5.9% |
| 30D | -1.0% | +3.3% | -4.3% | -2.5% |
| 3M | +24.8% | -29.4% | +54.2% | +39.0% |
| 6M | +8.4% | -12.8% | +21.2% | +9.8% |
| YTD | -4.2% | -2.1% | -2.1% | -7.3% |
| 1Y | +9.1% | +62.8% | -53.7% | -13.5% |
| 3Y | +1,025.6% | +90.5% | +935.1% | +693.8% |
| 5Y | +565.8% | +19.1% | +546.7% | +439.4% |
| All | +565.8% | +17.0% | +548.7% | +439.4% |
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 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