+1.7%
PLTR vs BX
-25.1%
+26.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.6% | 0.0% |
| 7D | -4.1% | -5.6% | +1.5% | -2.1% |
| 30D | -2.2% | -12.2% | +10.0% | +2.3% |
| 3M | +27.6% | +7.4% | +20.2% | +26.3% |
| 6M | +10.3% | +22.2% | -11.9% | +7.8% |
| YTD | -5.9% | -14.0% | +8.1% | -4.4% |
| 1Y | +1.7% | -27.3% | +29.0% | +2.9% |
| All | +1.7% | -25.1% | +26.8% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling