-10.0%
PLTR vs AGG
-0.5%
-9.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.9% |
| 7D | -12.8% | +0.5% | -13.3% | -13.5% |
| 30D | -9.3% | +2.4% | -11.7% | -13.5% |
| 3M | +5.6% | -1.0% | +6.5% | +8.7% |
| 6M | +17.6% | -0.9% | +18.5% | +20.5% |
| YTD | -3.4% | -0.9% | -2.5% | -2.9% |
| 1Y | -10.0% | -0.5% | -9.5% | -10.4% |
| All | -10.0% | -0.5% | -9.5% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 1y: compounded portfolio wealth divided by compounded AGG 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…
1y analysis · Full analysis span regression · 6 months rolling