+1,735.1%
PLTR vs AU
+390.1%
+1,345.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.2% | -4.1% |
| 7D | -6.4% | -3.6% | -2.8% | -5.8% |
| 30D | +10.0% | +23.9% | -13.8% | +5.9% |
| 3M | +23.0% | +19.1% | +3.9% | +18.8% |
| 6M | +13.8% | -0.2% | +14.0% | +12.2% |
| YTD | -1.9% | +32.5% | -34.4% | -8.4% |
| 1Y | +11.6% | +96.9% | -85.3% | -3.1% |
| 3Y | +1,048.4% | +614.7% | +433.7% | +684.2% |
| 5Y | +554.4% | +647.7% | -93.3% | +335.8% |
| All | +1,735.1% | +390.1% | +1,345.0% | +1,143.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling