+933.8%
PLTR vs AS
+137.8%
+796.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.3% |
| 7D | -3.8% | +4.5% | -8.2% | -5.0% |
| 30D | -19.2% | +13.2% | -32.5% | -22.3% |
| 3M | -3.7% | -11.9% | +8.3% | -0.3% |
| 6M | +22.5% | -11.6% | +34.1% | +26.2% |
| YTD | -5.0% | -14.7% | +9.7% | -2.0% |
| 1Y | -12.8% | +5.7% | -18.5% | -16.1% |
| All | +933.8% | +137.8% | +796.0% | +707.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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