+552.9%
PLTR vs ALHC
-33.5%
+586.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -6.4% | -0.6% | -5.8% | -6.3% |
| 30D | +10.0% | -1.0% | +11.1% | +10.1% |
| 3M | +23.0% | -10.2% | +33.2% | +22.1% |
| 6M | +13.8% | -28.3% | +42.1% | +16.5% |
| YTD | -1.9% | -31.4% | +29.5% | +1.0% |
| 1Y | +11.6% | -16.9% | +28.6% | +10.2% |
| 3Y | +1,048.4% | +135.5% | +912.9% | +646.5% |
| All | +552.9% | -33.5% | +586.4% | +383.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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