+904.0%
PLTR vs AMIX
-100.0%
+1,003.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.4% | +8.0% | 0.0% |
| 7D | +10.7% | -10.9% | +21.6% | +11.2% |
| 30D | -17.8% | -55.0% | +37.2% | -14.4% |
| 3M | +0.3% | -82.0% | +82.3% | +9.0% |
| 6M | +26.2% | -80.4% | +106.6% | +17.8% |
| YTD | -3.5% | -88.3% | +84.8% | -9.2% |
| 1Y | -6.8% | -92.4% | +85.5% | -12.0% |
| All | +904.0% | -100.0% | +1,003.9% | +816.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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