+1,677.1%
PLTR vs APH
+518.7%
+1,158.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.5% |
| 7D | -3.8% | -5.0% | +1.3% | 0.0% |
| 30D | -19.2% | -8.4% | -10.9% | -14.2% |
| 3M | -3.7% | -4.5% | +0.8% | -2.3% |
| 6M | +22.5% | +25.3% | -2.8% | -4.2% |
| YTD | -5.0% | +18.9% | -23.9% | -27.9% |
| 1Y | -12.8% | +11.9% | -24.7% | -29.8% |
| 3Y | +758.3% | +278.0% | +480.3% | +74.1% |
| 5Y | +649.6% | +306.4% | +343.2% | +39.7% |
| All | +1,677.1% | +518.7% | +1,158.3% | +164.0% |
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