+1,714.7%
PLTR vs AEM
+168.4%
+1,546.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.6% |
| 7D | +0.4% | +1.4% | -1.0% | 0.0% |
| 30D | -17.5% | -1.2% | -16.3% | -17.6% |
| 3M | -1.5% | +2.5% | -4.0% | -2.6% |
| 6M | +25.9% | -5.1% | +31.0% | +26.0% |
| YTD | -3.0% | +10.4% | -13.4% | -6.7% |
| 1Y | -9.7% | +11.8% | -21.5% | -13.4% |
| 3Y | +776.5% | +315.6% | +460.8% | +555.7% |
| 5Y | +649.9% | +266.3% | +383.6% | +461.2% |
| All | +1,714.7% | +168.4% | +1,546.3% | +1,284.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling