+1,692.6%
PLTR vs AGG
-1.8%
+1,694.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -5.3% | +0.1% | -5.5% | -5.5% |
| 30D | -1.0% | -0.4% | -0.6% | -0.5% |
| 3M | +24.8% | -0.3% | +25.1% | +25.4% |
| 6M | +8.4% | -1.2% | +9.6% | +10.5% |
| YTD | -4.2% | -0.4% | -3.8% | -3.6% |
| 1Y | +9.1% | +0.4% | +8.7% | +8.6% |
| 3Y | +1,025.6% | +13.4% | +1,012.2% | +801.3% |
| 5Y | +565.8% | -1.4% | +567.2% | +583.6% |
| All | +1,692.6% | -1.8% | +1,694.4% | +1,865.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling