+548.8%
PLTR vs JAAA
+26.7%
+522.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | -3.3% | +0.5% | -3.7% | -4.2% |
| 3M | +28.4% | +1.2% | +27.1% | +24.9% |
| 6M | +8.4% | +2.7% | +5.7% | +2.2% |
| YTD | -4.6% | +3.2% | -7.8% | -10.9% |
| 1Y | +4.4% | +4.8% | -0.4% | -5.4% |
| 3Y | +1,020.5% | +19.0% | +1,001.5% | +969.8% |
| 5Y | +548.8% | +26.8% | +522.0% | +547.9% |
| All | +548.8% | +26.7% | +522.1% | +547.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling