+1,668.3%
PLTR vs APH
+505.4%
+1,162.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.3% | -0.8% |
| 7D | +4.7% | +4.9% | -0.1% | +0.9% |
| 30D | -16.4% | -5.4% | -11.0% | -13.4% |
| 3M | -6.2% | -5.5% | -0.7% | -4.0% |
| 6M | +29.2% | +25.9% | +3.3% | +0.6% |
| YTD | -5.5% | +16.4% | -21.9% | -27.1% |
| 1Y | -2.4% | +16.5% | -18.9% | -25.2% |
| 3Y | +752.3% | +270.9% | +481.5% | +75.2% |
| 5Y | +635.8% | +289.5% | +346.3% | +41.5% |
| All | +1,668.3% | +505.4% | +1,162.9% | +167.0% |
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