+1,588.2%
PLTR vs ASX
+907.9%
+680.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -2.9% | +0.6% |
| 7D | -12.9% | -19.9% | +7.0% | -4.5% |
| 30D | -17.4% | -30.9% | +13.5% | -4.0% |
| 3M | +2.9% | -15.1% | +17.9% | +7.7% |
| 6M | +19.9% | -6.5% | +26.3% | +12.3% |
| YTD | -9.8% | +98.4% | -108.2% | -46.2% |
| 1Y | -8.4% | +107.9% | -116.2% | -46.8% |
| 3Y | +765.0% | +325.3% | +439.8% | +216.9% |
| 5Y | +516.8% | +447.3% | +69.5% | +95.8% |
| All | +1,588.2% | +907.9% | +680.3% | +612.3% |
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