-0.5%
PLTR vs AEE
+9.0%
-9.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -0.9% | -2.9% |
| 7D | -9.1% | -0.7% | -8.5% | -9.5% |
| 30D | -5.2% | -2.0% | -3.2% | -6.3% |
| 3M | +27.4% | -2.8% | +30.2% | +26.1% |
| 6M | +9.7% | -3.6% | +13.3% | +8.9% |
| YTD | -6.7% | +7.3% | -14.0% | -1.7% |
| 1Y | -0.5% | +8.7% | -9.2% | +5.7% |
| All | -0.5% | +9.0% | -9.6% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling