-10.0%
PLTR vs ALM
+44.8%
-54.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.3% |
| 7D | -12.8% | -6.4% | -6.4% | -12.0% |
| 30D | -9.3% | -35.0% | +25.6% | -4.2% |
| 3M | +5.6% | -33.8% | +39.4% | +9.9% |
| 6M | +17.6% | -55.0% | +72.6% | +27.2% |
| YTD | -3.4% | -0.2% | -3.2% | -16.2% |
| 1Y | -10.0% | +41.8% | -51.8% | -29.3% |
| All | -10.0% | +44.8% | -54.8% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 1y: compounded portfolio wealth divided by compounded ALM 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…
1y analysis · Full analysis span regression · 6 months rolling