+552.9%
PLTR vs APA
+156.4%
+396.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.2% | -1.3% | -3.7% |
| 7D | -6.4% | +0.5% | -7.0% | -6.6% |
| 30D | +10.0% | +23.4% | -13.4% | +4.3% |
| 3M | +23.0% | +12.7% | +10.3% | +18.5% |
| 6M | +13.8% | +39.4% | -25.6% | +2.0% |
| YTD | -1.9% | +79.0% | -80.9% | -18.7% |
| 1Y | +11.6% | +88.8% | -77.2% | -10.1% |
| 3Y | +1,048.4% | +6.4% | +1,042.1% | +939.8% |
| All | +552.9% | +156.4% | +396.6% | +315.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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