+1,684.5%
PLTR vs AJG
+147.9%
+1,536.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.4% | +0.7% |
| 7D | 0.0% | -7.4% | +7.4% | +3.1% |
| 30D | -3.3% | -3.0% | -0.3% | -2.3% |
| 3M | +28.4% | +12.8% | +15.5% | +21.5% |
| 6M | +8.4% | +12.8% | -4.5% | +2.2% |
| YTD | -4.6% | -4.7% | +0.1% | -4.0% |
| 1Y | +4.4% | -17.2% | +21.6% | +11.6% |
| 3Y | +1,020.5% | +10.2% | +1,010.3% | +929.0% |
| 5Y | +548.8% | +76.9% | +471.9% | +392.0% |
| All | +1,684.5% | +147.9% | +1,536.6% | +1,617.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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