+1,660.3%
PLTR vs AGG
-2.7%
+1,663.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -4.1% | -1.1% | -3.0% | -2.6% |
| 30D | -2.2% | -1.1% | -1.1% | -0.6% |
| 3M | +27.6% | -1.9% | +29.5% | +31.3% |
| 6M | +10.3% | -1.7% | +12.0% | +13.3% |
| YTD | -5.9% | -1.3% | -4.6% | -4.0% |
| 1Y | +1.7% | -0.7% | +2.5% | +3.0% |
| 3Y | +959.1% | +12.5% | +946.6% | +758.1% |
| 5Y | +536.3% | -2.5% | +538.8% | +565.0% |
| All | +1,660.3% | -2.7% | +1,663.0% | +1,856.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling