+531.1%
PLTR vs BX
+14.6%
+516.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.7% | -0.2% |
| 7D | -9.1% | -8.9% | -0.2% | -3.0% |
| 30D | -5.2% | -14.8% | +9.6% | +6.1% |
| 3M | +27.4% | +6.9% | +20.5% | +21.1% |
| 6M | +9.7% | +16.3% | -6.5% | -3.3% |
| YTD | -6.7% | -16.1% | +9.4% | +2.6% |
| 1Y | -0.5% | -26.8% | +26.3% | +20.0% |
| 3Y | +996.2% | +22.4% | +973.8% | +761.3% |
| 5Y | +531.1% | +16.0% | +515.1% | +387.2% |
| All | +531.1% | +14.6% | +516.6% | +387.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling