+9.1%
PLTR vs ASX
+256.3%
-247.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.1% | -8.4% | -3.0% |
| 7D | -5.3% | +6.3% | -11.7% | -6.1% |
| 30D | -1.0% | +6.4% | -7.4% | -1.8% |
| 3M | +24.8% | +13.1% | +11.6% | +20.5% |
| 6M | +8.4% | +90.3% | -81.9% | -11.1% |
| YTD | -4.2% | +149.6% | -153.8% | -32.7% |
| 1Y | +9.1% | +249.2% | -240.1% | -30.3% |
| All | +9.1% | +256.3% | -247.2% | -30.3% |
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 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