+499.6%
PLTR vs AFRM
-58.9%
+558.4%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.4% |
| 7D | -12.9% | -7.3% | -5.6% | -10.2% |
| 30D | -17.4% | -9.6% | -7.8% | -14.3% |
| 3M | +2.9% | -11.1% | +13.9% | +6.3% |
| 6M | +19.9% | +3.9% | +16.0% | +15.9% |
| YTD | -9.8% | -8.5% | -1.3% | -9.9% |
| 1Y | -8.4% | +3.3% | -11.6% | -13.3% |
| 3Y | +765.0% | +213.7% | +551.3% | +329.5% |
| All | +499.6% | -58.9% | +558.4% | +373.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling