+1,660.3%
PLTR vs AFL
+265.2%
+1,395.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -4.1% | -1.6% | -2.4% | -3.6% |
| 30D | -2.2% | -4.0% | +1.8% | -1.0% |
| 3M | +27.6% | -0.5% | +28.1% | +27.0% |
| 6M | +10.3% | +6.5% | +3.8% | +6.7% |
| YTD | -5.9% | +6.2% | -12.1% | -9.4% |
| 1Y | +1.7% | +8.3% | -6.5% | -3.4% |
| 3Y | +959.1% | +62.5% | +896.5% | +749.3% |
| 5Y | +536.3% | +136.2% | +400.2% | +355.3% |
| All | +1,660.3% | +265.2% | +1,395.1% | +1,078.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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