+548.8%
PLTR vs FOXA
+87.1%
+461.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.7% |
| 7D | 0.0% | -5.4% | +5.5% | +3.1% |
| 30D | -3.3% | +1.1% | -4.4% | -4.4% |
| 3M | +28.4% | -6.1% | +34.5% | +29.8% |
| 6M | +8.4% | +8.2% | +0.1% | -0.7% |
| YTD | -4.6% | -11.8% | +7.2% | -0.5% |
| 1Y | +4.4% | +9.9% | -5.5% | -7.3% |
| 3Y | +1,020.5% | +110.7% | +909.7% | +507.0% |
| 5Y | +548.8% | +86.9% | +461.9% | +266.4% |
| All | +548.8% | +87.1% | +461.7% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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