+1,735.1%
PLTR vs ASX
+1,095.2%
+639.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.6% |
| 7D | -6.4% | -0.7% | -5.7% | -6.1% |
| 30D | +10.0% | +2.0% | +8.1% | +8.7% |
| 3M | +23.0% | -1.3% | +24.4% | +18.3% |
| 6M | +13.8% | +71.4% | -57.6% | -21.4% |
| YTD | -1.9% | +135.3% | -137.2% | -44.5% |
| 1Y | +11.6% | +267.5% | -255.8% | -51.7% |
| 3Y | +1,048.4% | +388.5% | +659.9% | +307.2% |
| 5Y | +554.4% | +417.1% | +137.3% | +105.1% |
| All | +1,735.1% | +1,095.2% | +639.8% | +634.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling