+1,684.5%
PLTR vs APO
+231.6%
+1,452.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | 0.0% |
| 7D | 0.0% | -1.0% | +1.0% | +0.8% |
| 30D | -3.3% | -0.4% | -2.9% | -3.2% |
| 3M | +28.4% | -0.9% | +29.2% | +28.7% |
| 6M | +8.4% | +22.1% | -13.8% | -6.4% |
| YTD | -4.6% | -8.4% | +3.8% | -1.9% |
| 1Y | +4.4% | -0.9% | +5.4% | +0.6% |
| 3Y | +1,020.5% | +56.1% | +964.4% | +684.6% |
| 5Y | +548.8% | +136.0% | +412.8% | +254.5% |
| All | +1,684.5% | +231.6% | +1,452.9% | +850.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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