+545.1%
PLTR vs AGI
+406.3%
+138.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.2% |
| 3M | +28.4% | +5.6% | +22.7% | +25.7% |
| 6M | +8.4% | -27.7% | +36.0% | +16.5% |
| YTD | -4.6% | -4.1% | -0.5% | -5.9% |
| 1Y | +4.4% | +13.8% | -9.4% | -2.3% |
| 3Y | +1,020.5% | +217.0% | +803.4% | +658.1% |
| All | +545.1% | +406.3% | +138.8% | +292.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling