+1,735.1%
PLTR vs APD
+18.2%
+1,716.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.2% |
| 7D | -6.4% | -2.2% | -4.2% | -5.9% |
| 30D | +10.0% | +2.1% | +7.9% | +9.4% |
| 3M | +23.0% | +7.2% | +15.9% | +20.5% |
| 6M | +13.8% | +11.2% | +2.6% | +9.6% |
| YTD | -1.9% | +24.4% | -26.3% | -9.2% |
| 1Y | +11.6% | +6.7% | +5.0% | +8.4% |
| 3Y | +1,048.4% | +9.2% | +1,039.2% | +989.9% |
| 5Y | +554.4% | +27.4% | +527.0% | +453.3% |
| All | +1,735.1% | +18.2% | +1,716.9% | +1,318.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 all: compounded portfolio wealth divided by compounded APD 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…
all analysis · Full analysis span regression · 6 months rolling