+1,714.7%
PLTR vs AEP
+97.8%
+1,617.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +2.2% |
| 7D | +0.4% | +0.7% | -0.3% | +0.4% |
| 30D | -17.5% | +4.8% | -22.3% | -17.3% |
| 3M | -1.5% | +5.4% | -6.8% | -1.2% |
| 6M | +25.9% | +0.4% | +25.6% | +26.2% |
| YTD | -3.0% | +15.5% | -18.5% | -3.1% |
| 1Y | -9.7% | +8.5% | -18.2% | -9.7% |
| 3Y | +776.5% | +84.6% | +691.9% | +749.4% |
| 5Y | +649.9% | +86.9% | +563.0% | +676.5% |
| All | +1,714.7% | +97.8% | +1,617.0% | +1,783.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 10y: compounded portfolio wealth divided by compounded AEP 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…
10y analysis · Full analysis span regression · 6 months rolling