+758.3%
PLTR vs AFRM
+167.0%
+591.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | +0.8% |
| 7D | -3.8% | -8.4% | +4.6% | -0.8% |
| 30D | -19.2% | -18.3% | -1.0% | -13.7% |
| 3M | -3.7% | -12.7% | +9.0% | 0.0% |
| 6M | +22.5% | +3.0% | +19.5% | +19.7% |
| YTD | -5.0% | -11.4% | +6.4% | -3.8% |
| 1Y | -12.8% | -13.3% | +0.5% | -11.4% |
| 3Y | +758.3% | +194.0% | +564.2% | +473.8% |
| All | +758.3% | +167.0% | +591.3% | +473.8% |
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