+973.7%
PLTR vs AGI
+214.4%
+759.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.8% |
| 7D | 0.0% | +2.2% | -2.2% | -0.5% |
| 30D | -3.3% | +11.3% | -14.5% | -6.1% |
| 3M | +28.4% | +5.6% | +22.7% | +26.0% |
| 6M | +8.4% | -27.7% | +36.0% | +15.9% |
| YTD | -4.6% | -4.1% | -0.5% | -5.6% |
| 1Y | +4.4% | +13.8% | -9.4% | -1.6% |
| All | +973.7% | +214.4% | +759.3% | +674.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling