+531.1%
PLTR vs AFL
+131.0%
+400.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -1.9% | -2.1% |
| 7D | -9.1% | -3.3% | -5.8% | -7.8% |
| 30D | -5.2% | -5.0% | -0.2% | -3.2% |
| 3M | +27.4% | -1.8% | +29.1% | +27.3% |
| 6M | +9.7% | +4.8% | +4.9% | +5.7% |
| YTD | -6.7% | +5.4% | -12.1% | -11.1% |
| 1Y | -0.5% | +9.0% | -9.5% | -7.8% |
| 3Y | +996.2% | +63.0% | +933.2% | +680.4% |
| 5Y | +531.1% | +134.5% | +396.6% | +236.1% |
| All | +531.1% | +131.0% | +400.2% | +236.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling