-2.4%
PLTR vs AEP
+8.9%
-11.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.0% |
| 7D | +4.7% | +2.9% | +1.9% | +6.2% |
| 30D | -16.4% | +3.2% | -19.6% | -14.8% |
| 3M | -6.2% | +3.8% | -10.0% | -3.9% |
| 6M | +29.2% | +2.5% | +26.7% | +32.2% |
| YTD | -5.5% | +15.5% | -21.0% | -0.4% |
| 1Y | -2.4% | +9.6% | -12.0% | +3.4% |
| All | -2.4% | +8.9% | -11.3% | +3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling