+973.7%
PLTR vs AU
+604.2%
+369.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | 0.0% | +0.6% | -0.6% | 0.0% |
| 30D | -3.3% | +12.3% | -15.6% | -5.5% |
| 3M | +28.4% | +29.4% | -1.0% | +22.0% |
| 6M | +8.4% | +3.2% | +5.2% | +6.1% |
| YTD | -4.6% | +31.8% | -36.4% | -11.2% |
| 1Y | +4.4% | +83.4% | -79.0% | -8.7% |
| All | +973.7% | +604.2% | +369.5% | +660.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling