+1,645.9%
PLTR vs AGI
+326.1%
+1,319.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | -1.3% |
| 7D | -9.1% | -5.3% | -3.9% | -7.9% |
| 30D | -5.2% | +6.8% | -11.9% | -6.9% |
| 3M | +27.4% | +8.3% | +19.1% | +24.3% |
| 6M | +9.7% | -29.2% | +39.0% | +17.8% |
| YTD | -6.7% | -7.3% | +0.6% | -6.9% |
| 1Y | -0.5% | +8.0% | -8.6% | -4.8% |
| 3Y | +996.2% | +206.6% | +789.7% | +700.2% |
| 5Y | +531.1% | +398.1% | +133.0% | +311.9% |
| All | +1,645.9% | +326.1% | +1,319.8% | +1,070.4% |
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