+548.8%
PLTR vs AEM
+296.4%
+252.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.5% |
| 7D | 0.0% | +3.0% | -3.0% | -0.6% |
| 30D | -3.3% | +12.5% | -15.7% | -6.2% |
| 3M | +28.4% | +26.9% | +1.4% | +20.7% |
| 6M | +8.4% | -9.4% | +17.8% | +9.6% |
| YTD | -4.6% | +20.3% | -24.9% | -10.2% |
| 1Y | +4.4% | +33.8% | -29.4% | -4.3% |
| 3Y | +1,020.5% | +349.8% | +670.7% | +682.2% |
| 5Y | +548.8% | +301.0% | +247.8% | +338.3% |
| All | +548.8% | +296.4% | +252.4% | +338.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling