+1,668.3%
PLTR vs AGI
+241.8%
+1,426.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | +4.7% | -10.1% | +14.9% | +7.4% |
| 30D | -16.4% | -6.5% | -9.9% | -15.5% |
| 3M | -6.2% | -12.8% | +6.7% | -3.9% |
| 6M | +29.2% | -34.3% | +63.5% | +41.0% |
| YTD | -5.5% | -25.6% | +20.1% | -1.2% |
| 1Y | -2.4% | -14.2% | +11.8% | -1.5% |
| 3Y | +752.3% | +127.3% | +625.0% | +563.8% |
| 5Y | +635.8% | +241.8% | +394.1% | +410.6% |
| All | +1,668.3% | +241.8% | +1,426.5% | +1,141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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