+1,660.3%
PLTR vs BLK
+123.2%
+1,537.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | -0.5% |
| 7D | -4.1% | -3.3% | -0.8% | -1.3% |
| 30D | -2.2% | -6.5% | +4.3% | +3.6% |
| 3M | +27.6% | +6.7% | +20.8% | +19.7% |
| 6M | +10.3% | +14.7% | -4.4% | -3.9% |
| YTD | -5.9% | +2.5% | -8.4% | -11.3% |
| 1Y | +1.7% | -2.8% | +4.5% | +0.3% |
| 3Y | +959.1% | +65.9% | +893.2% | +532.3% |
| 5Y | +536.3% | +33.0% | +503.4% | +319.4% |
| All | +1,660.3% | +123.2% | +1,537.1% | +1,115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling