+1,735.1%
PLTR vs AVGO
+1,009.5%
+725.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVGO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.6% |
| 7D | -6.4% | -3.0% | -3.5% | -4.9% |
| 30D | +10.0% | -14.4% | +24.5% | +20.4% |
| 3M | +23.0% | -14.4% | +37.5% | +33.5% |
| 6M | +13.8% | +13.1% | +0.7% | +1.7% |
| YTD | -1.9% | +3.8% | -5.7% | -8.0% |
| 1Y | +11.6% | +17.8% | -6.1% | -6.1% |
| 3Y | +1,048.4% | +325.3% | +723.2% | +227.2% |
| 5Y | +554.4% | +689.9% | -135.5% | +14.0% |
| All | +1,735.1% | +1,009.5% | +725.5% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVGO.
Daily Out/Under-Performance
Portfolio return minus AVGO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVGO 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 AVGO 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