+1,735.1%
PLTR vs AEM
+195.5%
+1,539.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.3% |
| 7D | -6.4% | -0.5% | -5.9% | -6.3% |
| 30D | +10.0% | +24.0% | -14.0% | +5.0% |
| 3M | +23.0% | +16.1% | +6.9% | +18.7% |
| 6M | +13.8% | -11.6% | +25.4% | +15.4% |
| YTD | -1.9% | +21.5% | -23.5% | -7.1% |
| 1Y | +11.6% | +39.2% | -27.5% | +2.7% |
| 3Y | +1,048.4% | +347.4% | +701.0% | +748.4% |
| 5Y | +554.4% | +290.1% | +264.2% | +385.3% |
| All | +1,735.1% | +195.5% | +1,539.6% | +1,278.4% |
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