+1,721.6%
PLTR vs JAAA
+29.3%
+1,692.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.7% |
| 7D | -6.4% | +0.2% | -6.6% | -6.8% |
| 30D | +10.0% | +0.5% | +9.5% | +8.8% |
| 3M | +23.0% | +1.3% | +21.8% | +19.8% |
| 6M | +13.8% | +2.7% | +11.1% | +7.7% |
| YTD | -1.9% | +3.2% | -5.1% | -8.0% |
| 1Y | +11.6% | +4.9% | +6.7% | +1.4% |
| 3Y | +1,048.4% | +19.0% | +1,029.4% | +973.6% |
| 5Y | +554.4% | +26.8% | +527.6% | +539.4% |
| All | +1,721.6% | +29.3% | +1,692.4% | +1,306.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling