+2,117.9%
PLTR vs BAM
+78.0%
+2,040.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.9% |
| 7D | -6.4% | -2.0% | -4.4% | -5.0% |
| 30D | +10.0% | -2.9% | +13.0% | +12.1% |
| 3M | +23.0% | +9.4% | +13.6% | +15.2% |
| 6M | +13.8% | +10.8% | +3.0% | +5.1% |
| YTD | -1.9% | -0.4% | -1.5% | -3.6% |
| 1Y | +11.6% | -10.9% | +22.5% | +19.1% |
| 3Y | +1,048.4% | +61.3% | +987.2% | +664.2% |
| All | +2,117.9% | +78.0% | +2,040.0% | +1,299.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling