+1,706.1%
PLTR vs AEP
+97.3%
+1,608.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.5% |
| 7D | +10.7% | +2.5% | +8.2% | +10.8% |
| 30D | -17.8% | +3.4% | -21.2% | -17.6% |
| 3M | +0.3% | +4.2% | -3.9% | +0.6% |
| 6M | +26.2% | -0.8% | +27.0% | +26.4% |
| YTD | -3.5% | +15.2% | -18.7% | -3.6% |
| 1Y | -6.8% | +8.3% | -15.1% | -6.8% |
| 3Y | +772.3% | +84.2% | +688.1% | +745.2% |
| 5Y | +651.6% | +87.8% | +563.7% | +680.2% |
| All | +1,706.1% | +97.3% | +1,608.8% | +1,774.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling