-8.4%
PLTR vs ASX
+105.3%
-113.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.4% | -2.9% | +2.4% |
| 7D | -12.9% | -19.9% | +7.0% | -10.0% |
| 30D | -17.4% | -30.9% | +13.5% | -13.5% |
| 3M | +2.9% | -15.1% | +17.9% | +6.1% |
| 6M | +19.9% | -6.5% | +26.3% | +19.9% |
| YTD | -9.8% | +98.4% | -108.2% | -31.9% |
| 1Y | -8.4% | +107.9% | -116.2% | -34.2% |
| All | -8.4% | +105.3% | -113.7% | -34.2% |
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