+1,025.6%
PLTR vs AEM
+349.6%
+676.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.0% |
| 7D | -5.3% | +4.3% | -9.7% | -6.3% |
| 30D | -1.0% | +13.1% | -14.1% | -4.4% |
| 3M | +24.8% | +24.8% | 0.0% | +17.3% |
| 6M | +8.4% | -8.2% | +16.6% | +9.3% |
| YTD | -4.2% | +19.8% | -24.0% | -10.4% |
| 1Y | +9.1% | +32.1% | -23.0% | -0.9% |
| 3Y | +1,025.6% | +348.2% | +677.4% | +649.8% |
| All | +1,025.6% | +349.6% | +676.0% | +649.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 3y: compounded portfolio wealth divided by compounded AEM 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…
3y analysis · Full analysis span regression · 6 months rolling