+1,692.6%
PLTR vs KWEB
-54.8%
+1,747.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.1% |
| 7D | -5.3% | -1.3% | -4.1% | -4.9% |
| 30D | -1.0% | -11.5% | +10.5% | +4.4% |
| 3M | +24.8% | -2.9% | +27.7% | +26.5% |
| 6M | +8.4% | -14.6% | +23.0% | +15.5% |
| YTD | -4.2% | -25.5% | +21.3% | +8.3% |
| 1Y | +9.1% | -31.1% | +40.2% | +27.7% |
| 3Y | +1,025.6% | +3.0% | +1,022.6% | +965.2% |
| 5Y | +565.8% | -42.6% | +608.4% | +689.5% |
| All | +1,692.6% | -54.8% | +1,747.5% | +2,328.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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