+531.1%
PLTR vs BLK
+29.1%
+502.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.3% |
| 7D | -9.1% | -5.2% | -4.0% | -4.5% |
| 30D | -5.2% | -7.0% | +1.9% | +1.6% |
| 3M | +27.4% | +5.7% | +21.7% | +19.7% |
| 6M | +9.7% | +11.0% | -1.3% | -3.1% |
| YTD | -6.7% | +0.9% | -7.6% | -11.5% |
| 1Y | -0.5% | -1.6% | +1.1% | -4.1% |
| 3Y | +996.2% | +64.5% | +931.8% | +495.4% |
| 5Y | +531.1% | +30.9% | +500.3% | +350.4% |
| All | +531.1% | +29.1% | +502.0% | +350.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling