+542.1%
PLTR vs BKR
+174.4%
+367.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.7% | +4.5% | +0.2% |
| 7D | -9.1% | -6.7% | -2.5% | -7.0% |
| 30D | -5.2% | -8.3% | +3.2% | -2.4% |
| 3M | +27.4% | -5.4% | +32.8% | +29.4% |
| 6M | +9.7% | +0.8% | +8.9% | +8.0% |
| YTD | -6.7% | +31.8% | -38.5% | -17.9% |
| 1Y | -0.5% | +28.6% | -29.1% | -11.8% |
| 3Y | +996.2% | +71.2% | +925.0% | +763.0% |
| All | +542.1% | +174.4% | +367.7% | +327.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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