+1,681.1%
PLTR vs ASX
+994.9%
+686.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.6% | -3.1% | +1.7% |
| 7D | -5.1% | -12.3% | +7.2% | -0.2% |
| 30D | -19.1% | -26.0% | +6.9% | -8.8% |
| 3M | -1.6% | -8.1% | +6.5% | -0.6% |
| 6M | +22.8% | +1.4% | +21.4% | +11.1% |
| YTD | -4.8% | +115.6% | -120.4% | -45.3% |
| 1Y | -4.9% | +128.0% | -132.9% | -47.1% |
| 3Y | +826.1% | +371.4% | +454.7% | +223.3% |
| 5Y | +597.7% | +469.4% | +128.3% | +115.4% |
| All | +1,681.1% | +994.9% | +686.2% | +624.3% |
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