+1,940.5%
PLTR vs BAM
+86.2%
+1,854.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.5% | +2.8% |
| 7D | -12.9% | +9.7% | -22.6% | -18.7% |
| 30D | -17.4% | +19.0% | -36.4% | -27.3% |
| 3M | +2.9% | +0.6% | +2.3% | +1.7% |
| 6M | +19.9% | +11.1% | +8.8% | +10.2% |
| YTD | -9.8% | +4.2% | -14.0% | -14.6% |
| 1Y | -8.4% | +3.3% | -11.7% | -12.7% |
| 3Y | +765.0% | +88.8% | +676.3% | +418.4% |
| All | +1,940.5% | +86.2% | +1,854.2% | +1,139.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling