+752.3%
PLTR vs JAAA
+18.5%
+733.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.5% |
| 7D | +4.7% | +0.1% | +4.6% | +3.8% |
| 30D | -16.4% | +0.4% | -16.8% | -19.8% |
| 3M | -6.2% | +1.2% | -7.4% | -16.4% |
| 6M | +29.2% | +2.3% | +26.9% | +3.8% |
| YTD | -5.5% | +4.0% | -9.5% | -35.0% |
| 1Y | -2.4% | +4.8% | -7.2% | -37.9% |
| 3Y | +752.3% | +18.4% | +733.9% | +175.6% |
| All | +752.3% | +18.5% | +733.8% | +175.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling