+1,660.3%
PLTR vs AU
+369.2%
+1,291.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -4.1% | -4.3% | +0.2% | -3.3% |
| 30D | -2.2% | +7.3% | -9.5% | -3.6% |
| 3M | +27.6% | +26.3% | +1.3% | +22.1% |
| 6M | +10.3% | +1.8% | +8.5% | +8.5% |
| YTD | -5.9% | +26.8% | -32.7% | -11.5% |
| 1Y | +1.7% | +66.7% | -64.9% | -9.1% |
| 3Y | +959.1% | +579.1% | +380.0% | +629.7% |
| 5Y | +536.3% | +689.3% | -153.0% | +322.9% |
| All | +1,660.3% | +369.2% | +1,291.1% | +1,102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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