-10.0%
PLTR vs APH
+16.5%
-26.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.2% | +4.0% | -0.1% |
| 7D | -12.8% | -2.4% | -10.3% | -12.1% |
| 30D | -9.3% | -9.5% | +0.1% | -6.6% |
| 3M | +5.6% | -7.6% | +13.2% | +7.6% |
| 6M | +17.6% | +12.4% | +5.2% | +11.2% |
| YTD | -3.4% | +17.5% | -20.9% | -16.0% |
| 1Y | -10.0% | +16.4% | -26.4% | -21.9% |
| All | -10.0% | +16.5% | -26.4% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1y: compounded portfolio wealth divided by compounded APH 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…
1y analysis · Full analysis span regression · 6 months rolling