+1,692.6%
PLTR vs ASX
+1,167.9%
+524.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.1% | -8.4% | -5.0% |
| 7D | -5.3% | +6.3% | -11.7% | -8.0% |
| 30D | -1.0% | +6.4% | -7.4% | -4.3% |
| 3M | +24.8% | +13.1% | +11.6% | +12.5% |
| 6M | +8.4% | +90.3% | -81.9% | -29.0% |
| YTD | -4.2% | +149.6% | -153.8% | -47.3% |
| 1Y | +9.1% | +249.2% | -240.1% | -50.9% |
| 3Y | +1,025.6% | +445.9% | +579.7% | +277.2% |
| 5Y | +565.8% | +477.7% | +88.0% | +101.3% |
| All | +1,692.6% | +1,167.9% | +524.8% | +597.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling