+597.7%
PLTR vs AVTR
-59.2%
+656.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.8% | +2.7% | +4.5% |
| 7D | -5.1% | +1.9% | -7.0% | -5.6% |
| 30D | -19.1% | +1.5% | -20.6% | -19.4% |
| 3M | -1.6% | +17.1% | -18.7% | -7.1% |
| 6M | +22.8% | +91.5% | -68.7% | -4.5% |
| YTD | -4.8% | +38.8% | -43.6% | -17.3% |
| 1Y | -4.9% | +37.7% | -42.7% | -17.5% |
| 3Y | +826.1% | -13.5% | +839.6% | +746.8% |
| 5Y | +597.7% | -59.3% | +657.0% | +1,056.3% |
| All | +597.7% | -59.2% | +656.9% | +1,056.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling