+21.7%
PLTR vs AMRZ
-17.3%
+39.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.3% | +2.0% | -2.0% |
| 7D | -5.3% | -2.0% | -3.3% | -5.2% |
| 30D | -1.0% | -9.8% | +8.8% | -0.5% |
| 3M | +24.8% | -17.2% | +42.0% | +25.4% |
| 6M | +8.4% | -26.9% | +35.3% | +9.9% |
| YTD | -4.2% | -21.5% | +17.3% | -4.6% |
| 1Y | +9.1% | -22.9% | +32.0% | +6.8% |
| All | +21.7% | -17.3% | +39.0% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 5y: compounded portfolio wealth divided by compounded AMRZ 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…
5y analysis · Full analysis span regression · 6 months rolling