-9.7%
PLTR vs BAM
+2.1%
-11.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.9% | +2.8% |
| 7D | +0.4% | -2.9% | +3.3% | +1.7% |
| 30D | -17.5% | +14.7% | -32.2% | -22.3% |
| 3M | -1.5% | -4.1% | +2.7% | +0.9% |
| 6M | +25.9% | +9.6% | +16.4% | +21.3% |
| YTD | -3.0% | +3.4% | -6.4% | -5.4% |
| 1Y | -9.7% | +1.0% | -10.8% | -10.3% |
| All | -9.7% | +2.1% | -11.8% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling