+1,025.6%
PLTR vs AVTR
-25.8%
+1,051.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.7% |
| 7D | -5.3% | +7.4% | -12.7% | -6.6% |
| 30D | -1.0% | +12.2% | -13.2% | -3.1% |
| 3M | +24.8% | +57.4% | -32.6% | +13.7% |
| 6M | +8.4% | +86.7% | -78.3% | -4.7% |
| YTD | -4.2% | +33.1% | -37.3% | -10.5% |
| 1Y | +9.1% | +16.1% | -7.0% | +1.9% |
| 3Y | +1,025.6% | -24.6% | +1,050.2% | +917.2% |
| All | +1,025.6% | -25.8% | +1,051.4% | +917.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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