+1,647.4%
PLTR vs JAAA
+29.4%
+1,618.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | -2.2% | +0.5% | -2.8% | -3.3% |
| 3M | +27.6% | +1.3% | +26.3% | +24.2% |
| 6M | +10.3% | +2.8% | +7.5% | +4.2% |
| YTD | -5.9% | +3.3% | -9.2% | -11.9% |
| 1Y | +1.7% | +4.9% | -3.2% | -7.6% |
| 3Y | +959.1% | +19.0% | +940.1% | +887.5% |
| 5Y | +536.3% | +26.9% | +509.4% | +520.9% |
| All | +1,647.4% | +29.4% | +1,618.1% | +1,247.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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