+806.9%
PLTR vs AMIX
-100.0%
+906.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -5.6% | -4.1% | -9.4% |
| 7D | -21.1% | -25.5% | +4.4% | -19.8% |
| 30D | -19.3% | -56.2% | +36.9% | -15.8% |
| 3M | -2.2% | -87.4% | +85.3% | +8.3% |
| 6M | +14.0% | -80.9% | +94.9% | +6.3% |
| YTD | -12.8% | -86.8% | +74.0% | -18.3% |
| 1Y | -17.5% | -91.3% | +73.8% | -22.4% |
| All | +806.9% | -100.0% | +906.9% | +724.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling