+1,681.1%
PLTR vs APH
+524.6%
+1,156.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.2% | -2.7% | -0.8% |
| 7D | -5.1% | +1.1% | -6.2% | -6.3% |
| 30D | -19.1% | -7.5% | -11.6% | -14.6% |
| 3M | -1.6% | -4.4% | +2.8% | -0.3% |
| 6M | +22.8% | +26.5% | -3.7% | -4.7% |
| YTD | -4.8% | +20.0% | -24.9% | -28.3% |
| 1Y | -4.9% | +16.9% | -21.8% | -26.5% |
| 3Y | +826.1% | +288.5% | +537.6% | +82.8% |
| 5Y | +597.7% | +310.3% | +287.4% | +29.1% |
| All | +1,681.1% | +524.6% | +1,156.4% | +162.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling