+499.6%
PLTR vs APH
+280.5%
+219.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.1% | -0.6% | +0.3% |
| 7D | -12.9% | -5.9% | -6.9% | -9.0% |
| 30D | -17.4% | -14.8% | -2.6% | -7.1% |
| 3M | +2.9% | -12.4% | +15.3% | +11.6% |
| 6M | +19.9% | +8.1% | +11.8% | +5.3% |
| YTD | -9.8% | +10.9% | -20.7% | -28.3% |
| 1Y | -8.4% | +8.8% | -17.2% | -25.8% |
| 3Y | +765.0% | +262.1% | +503.0% | +56.3% |
| All | +499.6% | +280.5% | +219.0% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling