+565.8%
PLTR vs APTV
-69.4%
+635.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.6% | +2.3% | -0.1% |
| 7D | -5.3% | +2.0% | -7.3% | -6.3% |
| 30D | -1.0% | -7.7% | +6.7% | +2.7% |
| 3M | +24.8% | -34.0% | +58.8% | +48.5% |
| 6M | +8.4% | -37.1% | +45.5% | +30.0% |
| YTD | -4.2% | -39.9% | +35.7% | +16.2% |
| 1Y | +9.1% | -44.4% | +53.5% | +38.3% |
| 3Y | +1,025.6% | -54.5% | +1,080.1% | +1,440.4% |
| 5Y | +565.8% | -69.1% | +634.9% | +1,047.3% |
| All | +565.8% | -69.4% | +635.2% | +1,047.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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