+752.3%
PLTR vs AFRM
+192.6%
+559.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.7% |
| 7D | +4.7% | -4.4% | +9.1% | +6.3% |
| 30D | -16.4% | -7.7% | -8.8% | -14.2% |
| 3M | -6.2% | -16.9% | +10.7% | -0.9% |
| 6M | +29.2% | +2.5% | +26.7% | +26.4% |
| YTD | -5.5% | -12.5% | +7.0% | -3.9% |
| 1Y | -2.4% | -11.0% | +8.6% | -1.6% |
| 3Y | +752.3% | +184.6% | +567.7% | +473.6% |
| All | +752.3% | +192.6% | +559.7% | +473.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 3y: compounded portfolio wealth divided by compounded AFRM 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…
3y analysis · Full analysis span regression · 6 months rolling