+597.7%
PLTR vs APO
+75.6%
+522.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.7% | +0.8% | +2.1% |
| 7D | -5.1% | +2.3% | -7.4% | -7.0% |
| 30D | -19.1% | +3.0% | -22.1% | -21.2% |
| 3M | -1.6% | -3.7% | +2.1% | +0.1% |
| 6M | +22.8% | -7.5% | +30.3% | +27.9% |
| YTD | -4.8% | -14.5% | +9.7% | +2.5% |
| 1Y | -4.9% | -6.2% | +1.2% | -5.3% |
| 3Y | +826.1% | +51.9% | +774.2% | +476.7% |
| 5Y | +597.7% | +76.5% | +521.3% | +259.1% |
| All | +597.7% | +75.6% | +522.2% | +259.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling