+838.4%
PLTR vs AMIX
-100.0%
+938.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -12.9% | -16.0% | +3.1% | -12.0% |
| 30D | -17.4% | -55.4% | +38.0% | -13.8% |
| 3M | +2.9% | -87.5% | +90.4% | +13.9% |
| 6M | +19.9% | -81.2% | +101.1% | +11.8% |
| YTD | -9.8% | -86.8% | +77.1% | -15.5% |
| 1Y | -8.4% | -91.6% | +83.2% | -13.8% |
| All | +838.4% | -100.0% | +938.4% | +753.4% |
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