-10.0%
PLTR vs ASX
+144.4%
-154.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.9% | +1.8% | -1.6% |
| 7D | -12.8% | -14.6% | +1.8% | -11.0% |
| 30D | -9.3% | -21.1% | +11.7% | -7.2% |
| 3M | +5.6% | -3.1% | +8.6% | +6.3% |
| 6M | +17.6% | +17.4% | +0.2% | +12.7% |
| YTD | -3.4% | +135.3% | -138.7% | -31.1% |
| 1Y | -10.0% | +146.5% | -156.5% | -38.9% |
| All | -10.0% | +144.4% | -154.4% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling