-6.8%
PLTR vs ALM
+7.9%
-14.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +6.0% | +0.5% |
| 7D | +10.7% | -4.0% | +14.7% | +11.3% |
| 30D | -17.8% | -30.5% | +12.7% | -13.6% |
| 3M | +0.3% | -46.9% | +47.2% | +8.2% |
| 6M | +26.2% | -65.5% | +91.7% | +43.4% |
| YTD | -3.5% | -13.4% | +9.9% | -15.0% |
| 1Y | -6.8% | +9.8% | -16.6% | -22.3% |
| All | -6.8% | +7.9% | -14.8% | -22.3% |
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