+1,660.3%
PLTR vs AEE
+57.4%
+1,602.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | -4.1% | -0.8% | -3.3% | -4.0% |
| 30D | -2.2% | -2.9% | +0.7% | -2.1% |
| 3M | +27.6% | -2.4% | +30.0% | +27.6% |
| 6M | +10.3% | -2.7% | +13.0% | +10.2% |
| YTD | -5.9% | +7.3% | -13.2% | -7.1% |
| 1Y | +1.7% | +7.5% | -5.8% | +0.3% |
| 3Y | +959.1% | +46.2% | +912.9% | +906.6% |
| 5Y | +536.3% | +39.7% | +496.6% | +511.3% |
| All | +1,660.3% | +57.4% | +1,602.9% | +1,440.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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