+552.9%
PLTR vs APO
+138.1%
+414.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.0% |
| 7D | -6.4% | -1.0% | -5.4% | -5.7% |
| 30D | +10.0% | +3.5% | +6.6% | +7.0% |
| 3M | +23.0% | +4.5% | +18.5% | +18.3% |
| 6M | +13.8% | +22.8% | -9.0% | -4.3% |
| YTD | -1.9% | -6.5% | +4.6% | -0.4% |
| 1Y | +11.6% | +0.8% | +10.8% | +5.1% |
| 3Y | +1,048.4% | +62.0% | +986.5% | +598.2% |
| All | +552.9% | +138.1% | +414.8% | +172.6% |
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