+1,706.1%
PLTR vs AMGN
+124.8%
+1,581.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +10.7% | +1.5% | +9.2% | +10.6% |
| 30D | -17.8% | +13.1% | -30.9% | -18.6% |
| 3M | +0.3% | +12.9% | -12.6% | -0.7% |
| 6M | +26.2% | +40.8% | -14.6% | +22.9% |
| YTD | -3.5% | +45.6% | -49.1% | -6.7% |
| 1Y | -6.8% | +42.7% | -49.6% | -9.7% |
| 3Y | +772.3% | +91.2% | +681.1% | +706.7% |
| 5Y | +651.6% | +158.1% | +493.4% | +595.6% |
| All | +1,706.1% | +124.8% | +1,581.3% | +1,586.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 10y: compounded portfolio wealth divided by compounded AMGN 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…
10y analysis · Full analysis span regression · 6 months rolling